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UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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tortoise-icon UTI Nifty Next 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 Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1982 Cr ₹4581 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 10 Sep 2019 28 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 Total Return Index Nifty Next 50 TRI
Turn Over 50% 49%
Expense Ratio 1 0.8
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01908 INF789FC11T3
Exits Load Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -6.31% -4.57%
6 Month -13.78% -18.49%
1 Year 3.74% 3.51%
3 Year 19.73% 14.55%
5 Year 22.43% 15.99%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year -15.37% -21.04%
3 Year 16.97% 13.6%
5 Year 21.63% 15.74%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 29.32% 10.44%
3 Year 26.61% 17.14%
5 Year 27.4% 17.42%

Risk Management

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.194% 18.747%
Sharp 0.828% 0.526%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan UTI Nifty Next 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 Midcap 150 Index Fund - Regular Plan UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others -0.02 -
Mid Cap 87.51 11.04
Large Cap 6.16 88.98
Small Cap 6.4 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others -0.02 -
Power 1.29 9.38
Industrial Products 7.19 -
Finance 5.53 14.48
Banks 6.34 5.62
Cement & Cement Products 1.38 2.89
IT - Services 0.78 -
Healthcare Services 4.26 -
Pharmaceuticals & Biotechnology 7.13 5.46
Electrical Equipment 4.42 5.06
Agricultural, Commercial & Construction Vehicles 1.24 -
IT - Software 7.08 2.12
Leisure Services 3.06 0.97
Auto Components 7.41 3.1
Chemicals & Petrochemicals 3.5 1.83
Realty 3.74 3.76
Petroleum Products 1.23 2.09
Transport Services 1.15 3.66
Ferrous Metals 1.59 1.45
Capital Markets 3.72 -
Telecom - Services 2.74 -
Fertilizers & Agrochemicals 2.65 -
Aerospace & Defense 0.3 3.25
Personal Products 1.8 2.9
Insurance 1.68 3.61
Agricultural Food & other Products 1.7 -
Gas 1.44 2.97
Consumer Durables 4.55 1.74
Diversified 0.47 -
Industrial Manufacturing 1.05 -
Non - Ferrous Metals 0.39 -
Oil 0.69 -
Retailing 0.98 12.84
Construction 1.03 -
Financial Technology (Fintech) 3.05 -
Entertainment 0.17 -
Minerals & Mining 0.67 -
Beverages 0.45 5.47
Textiles & Apparels 1.15 -
Transport Infrastructure 1.07 -
Diversified Metals - 3.09
Automobiles - 2.28

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