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 Very High
Asset Size (Cr) ₹820 Cr ₹19626 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 -6.91% -2.32%
6 Month -4.34% -5.82%
1 Year 12.57% 7.36%
3 Year 17.16% 10.24%
5 Year 25.16% 14.48%

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 2.87% -0.29%
3 Year 25.85% 12.44%
5 Year 28.14% 15.29%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 34.34% 13.56%
3 Year 27.36% 13.19%
5 Year 30.71% 12.86%

Risk Management

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.99% 12.47%
Sharp 1.01% 0.69%
Beta 1.01% 0.99%
Alpha -1.31% -1.72%

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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 87.34 -
Mid Cap 12.47 -
Large Cap 0.28 99.97

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others -0.25 0.04
Agricultural Food & other Products 1.15 0.6
Gas 1.61 -
Food Products 0.58 1.37
Auto Components 5.49 -
Construction 5.44 3.92
IT - Services 1.29 -
Cement & Cement Products 1.11 2.08
Telecom - Equipment & Accessories 0.98 -
Transport Services 1.19 -
Chemicals & Petrochemicals 4.55 -
Capital Markets 8.05 -
Fertilizers & Agrochemicals 1.34 -
Finance 8.34 3.46
Banks 5.04 29.4
Pharmaceuticals & Biotechnology 6.26 3.33
Healthcare Services 2.81 0.65
Consumer Durables 5.95 2.46
Paper, Forest & Jute Products 0.92 -
Textiles & Apparels 1.53 -
Electrical Equipment 2.72 -
Industrial Manufacturing 4.03 -
Leisure Services 2.68 -
Ferrous Metals 0.64 1.98
IT - Software 3.63 12.93
Telecom - Services 1.29 3.98
Aerospace & Defense 1.06 0.94
Personal Products 0.58 -
Petroleum Products 1.03 8.86
Commercial Services & Supplies 1.68 -
Minerals & Mining 0.18 -
Non - Ferrous Metals 1.54 0.92
Industrial Products 6.12 -
Entertainment 1.08 -
Healthcare Equipment & Supplies 0.49 -
Agricultural, Commercial & Construction Vehicles 0.81 -
Cigarettes & Tobacco Products 0.32 -
Automobiles 0.41 7.42
Household Products 0.51 -
Power 1 3.12
Diversified 0.74 -
Transport Infrastructure 0.32 0.93
Retailing 0.94 1.46
Realty 2.06 -
Beverages 0.79 -
Diversified FMCG - 6.25
Insurance - 1.38
Oil - 0.95
Metals & Minerals Trading - 0.64
Consumable Fuels - 0.94

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