UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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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