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) ₹735 Cr ₹18345 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Sep 2019 06 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 0.38
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01924 INF789F01JN2
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/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 3.04% 1.07%
6 Month 21.77% 14.81%
1 Year 55.53% 30.71%
3 Year 27.16% 15.4%
5 Year - 18.71%

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 21.34% 11.34%
3 Year 55.87% 27.69%
5 Year 116.92% 57.22%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Smallcap 250 Index - Regular Plan UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 36.03% 19.22%
3 Year 85.43% 45.66%
5 Year 127.51% 63.19%

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

Small Cap 87.34 -
Mid Cap 12.47 0.67
Large Cap 0.28 98.26
Others -0.06 1.03

Sector Allocation

Scheme Name

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Consumer Durables 5.95 -
Auto Components 5.49 -
Capital Markets 8.05 -
Pharmaceuticals & Biotechnology 6.26 -
Non - Ferrous Metals 1.54 -
Realty 2.06 -
Finance 8.34 -
Banks 5.04 -
Industrial Manufacturing 4.03 -
Construction 5.44 4.36
IT - Services 1.29 -
Industrial Products 6.12 -
Electrical Equipment 2.72 -
Beverages 0.79 -
Chemicals & Petrochemicals 4.55 -
Commercial Services & Supplies 1.68 -
Paper, Forest & Jute Products 0.92 -
Transport Services 1.19 -
IT - Software 3.63 -
Gas 1.61 -
Healthcare Services 2.81 -
Telecom - Equipment & Accessories 0.98 -
Power 1 -
Telecom - Services 1.29 -
Entertainment 1.08 -
Textiles & Apparels 1.53 -
Petroleum Products 1.03 -
Leisure Services 2.68 -
Aerospace & Defense 1.06 -
Healthcare Equipment & Supplies 0.49 -
Agricultural, Commercial & Construction Vehicles 0.81 -
Diversified 0.74 -
Retailing 0.94 -
Fertilizers & Agrochemicals 1.34 -
Automobiles 0.41 -
Ferrous Metals 0.64 -
Personal Products 0.58 -
Household Products 0.51 -
Transport Infrastructure 0.32 -
Cigarettes & Tobacco Products 0.32 -
Cement & Cement Products 1.11 -
Agricultural Food & other Products 1.15 -
Food Products 0.58 -
Others -0.25 0.19
Minerals & Mining 0.18 -
Financial - 32.84
Energy - 14.5
Technology - 12.03
Consumer Staples - 8.01
Communication - 3.59
Automobile - 8.04
Healthcare - 4.19
Metals & Mining - 3.23
Consumer Discretionary - 1.36
Materials - 4.45
Services - 1.96
Insurance - 1.21

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