UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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tortoise-icon UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹266 Cr ₹18345 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Dec 2019 06 Mar 2000
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 50% 5%
Expense Ratio 1.03 0.38
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01AD9 INF789F01JN2
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Month 2.34% 1.07%
6 Month 28.31% 14.81%
1 Year 68.54% 30.71%
3 Year 22.64% 15.4%
5 Year - 18.71%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 32.64% 11.34%
3 Year 56.37% 27.69%
5 Year 83.93% 57.22%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 26.3% 19.22%
3 Year 62.02% 45.66%
5 Year 89.14% 63.19%

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.73% 12.47%
Sharp 0.91% 0.69%
Beta 1.15% 0.99%
Alpha 3.32% -1.72%

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Fund Managers

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Name Swapnil P Mayekar Deepesh Agarwal
Total AUM ₹9006 Cr ₹35015 Cr
Fund Manage 9 9
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 2.12 1.03
Large Cap 88.14 98.26
Mid Cap 9.77 0.67

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.16 0.19
Capital Goods 18.47 -
Healthcare 2.47 4.19
Consumer Staples 9.9 8.01
Financial 19.27 32.84
Materials 4.13 4.45
Insurance 3.42 1.21
Energy 11.26 14.5
Services 14.11 1.96
Metals & Mining 4.85 3.23
Construction 2.6 4.36
Chemicals 2.24 -
Automobile 5.56 8.04
Diversified 1.59 -
Technology - 12.03
Consumer Discretionary - 1.36
Communication - 3.59

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