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UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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 Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹796 Cr ₹20351 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 10 Sep 2019 28 Mar 2000
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY 50 TRI
Turn Over 60% 5%
Expense Ratio 1.04 0.25
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01924 INF789F01JN2
Exits Load Motilal Oswal Nifty Smallcap 250 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Month -10.92% -0.87%
6 Month -18.44% -7.73%
1 Year -2.7% 4.24%
3 Year 16.79% 10.73%
5 Year 22.41% 14.43%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year -20.18% -5%
3 Year 16.11% 10.84%
5 Year 22.41% 14.36%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 32.79% 13.52%
3 Year 26.54% 13.1%
5 Year 29.13% 12.93%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 19.328% 12.717%
Sharp 0.577% 0.441%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 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 Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.06 0.04
Small Cap 91.18 -
Mid Cap 8.84 -
Large Cap - 99.97

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.06 0.04
Gas 1.42 -
Food Products 0.72 1.37
Auto Components 3.74 -
Construction 4.73 3.92
IT - Services 1.36 -
Telecom - Equipment & Accessories 0.66 -
Transport Services 1.01 -
Chemicals & Petrochemicals 5.12 -
Capital Markets 10.59 -
Fertilizers & Agrochemicals 1.51 -
Agricultural Food & other Products 1.03 0.6
Banks 3.18 29.4
Finance 6.93 3.46
Insurance 0.33 1.38
Pharmaceuticals & Biotechnology 8.68 3.33
Healthcare Services 3.37 0.65
Consumer Durables 6.67 2.46
Paper, Forest & Jute Products 0.67 -
Textiles & Apparels 1.14 -
Electrical Equipment 3.23 -
Industrial Manufacturing 3.38 -
Leisure Services 2.81 -
IT - Software 3.57 12.93
Telecom - Services 1.01 3.98
Aerospace & Defense 0.61 0.94
Personal Products 0.58 -
Ferrous Metals 0.25 1.98
IT - Hardware 0.22 -
Cement & Cement Products 1.48 2.08
Commercial Services & Supplies 1.86 -
Minerals & Mining 0.14 -
Non - Ferrous Metals 1.38 0.92
Industrial Products 5.94 -
Petroleum Products 0.64 8.86
Entertainment 1.46 -
Healthcare Equipment & Supplies 0.51 -
Realty 2.44 -
Agricultural, Commercial & Construction Vehicles 0.72 -
Cigarettes & Tobacco Products 0.36 -
Automobiles 0.3 7.42
Household Products 0.47 -
Power 1.03 3.12
Transport Infrastructure 0.25 0.93
Retailing 0.97 1.46
Diversified 0.51 -
Beverages 1.04 -
Diversified FMCG - 6.25
Oil - 0.95
Metals & Minerals Trading - 0.64
Consumable Fuels - 0.94

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