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 Very High
Asset Size (Cr) ₹1758 Cr ₹4360 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 02 Sep 2019 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Midcap 150 Total Return Index Nifty Next 50 TRI
Turn Over 50% 49%
Expense Ratio 1 0.79
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01908 INF789FC11T3
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/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 -6.89% -8.75%
6 Month 5.18% 0.92%
1 Year 29.53% 44.69%
3 Year 19.6% 15.76%
5 Year 26.33% 19.02%

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 19.07% 24.19%
3 Year 29.2% 27.74%
5 Year 29.28% 24.04%

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 30.5% 9.37%
3 Year 26.95% 17.21%
5 Year 29.91% 16.87%

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 14.7% 16.75%
Sharp 1.26% 0.93%
Beta 1.03% 1.15%
Alpha -1.23% 3.56%

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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 1.08 1.96
Mid Cap 77.04 9.8
Large Cap 1.79 88.22
Small Cap 4.99 -

Sector Allocation

Scheme Name

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

Others -0.11 -
Energy 5.85 11.27
Materials 4.01 4.13
Services 5.84 14.13
Financial 13.17 19.29
Technology 4.69 -
Healthcare 7.86 2.47
Capital Goods 12.09 18.49
Automobile 7.41 5.58
Chemicals 5.67 2.24
Construction 4.24 2.6
Metals & Mining 5.95 4.85
Communication 2.99 -
Consumer Discretionary 1.35 -
Consumer Staples 2.03 9.91
Diversified 0.32 1.59
Insurance 0.56 3.43
Textiles 0.98 -

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