UTI Nifty 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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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