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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 | Very High |
| 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 | 9.88% | 6.3% |
| 6 Month | -18.64% | -8.59% |
| 1 Year | 4.87% | 6.26% |
| 3 Year | 16.34% | 11.34% |
| 5 Year | 35.17% | 23.27% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -11.25% | -1.2% |
| 1 Year | -20.78% | -3.14% |
| 3 Year | 16.88% | 12.05% |
| 5 Year | 21.75% | 14.33% |
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% | 13.113% |
| Sharp | 0.577% | 0.35% |
| 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 |
| Funds Managed | 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 | 0.4 | 0.7 |
| Small Cap | 91.55 | - |
| Mid Cap | 8.32 | 1.28 |
| Large Cap | - | 98.02 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.66 | -0.17 |
| Utilities | 1.92 | 2.64 |
| Consumer Defensive | 4.25 | 7.65 |
| Consumer Cyclical | 9.84 | 9.62 |
| Technology | 7.93 | 13.17 |
| Communication Services | 2.92 | 4.25 |
| Industrials | 21.16 | 5.45 |
| Basic Materials | 14.14 | 6.03 |
| Financial Services | 20.52 | 36.6 |
| Healthcare | 13.15 | 3.83 |
| Energy | 1.57 | 10.95 |
| Real Estate | 2.21 | - |
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