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

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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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 Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹266 Cr ₹4360 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Dec 2019 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 50% 49%
Expense Ratio 1.03 0.79
Manager Swapnil P Mayekar Deepesh Agarwal
ISIN Code INF247L01AD9 INF789FC11T3
Exits Load Exit load of 1%, if redeemed within 15 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -10.13% -10.12%
6 Month -0.73% -0.59%
1 Year 42.1% 42.53%
3 Year 14.92% 15.15%
5 Year - 18.64%

SIP Return Analysis

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.8% 24.19%
3 Year 27.47% 27.74%
5 Year - 24.04%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 21.49% 9.37%
3 Year 18.51% 17.21%
5 Year - 16.87%

Risk Management

Scheme Name Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.73% 16.75%
Sharp 0.91% 0.93%
Beta 1.15% 1.15%
Alpha 3.32% 3.56%

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Fund Managers

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

Market Cap

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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

Others 2.12 1.96
Large Cap 88.14 88.22
Mid Cap 9.77 9.8

Sector Allocation

Scheme Name

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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

Others 0.16 -
Capital Goods 18.47 18.49
Healthcare 2.47 2.47
Consumer Staples 9.9 9.91
Financial 19.27 19.29
Materials 4.13 4.13
Insurance 3.42 3.43
Energy 11.26 11.27
Services 14.11 14.13
Metals & Mining 4.85 4.85
Construction 2.6 2.6
Chemicals 2.24 2.24
Automobile 5.56 5.58
Diversified 1.59 1.59

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