UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹289 Cr | ₹4581 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Dec 2019 | 28 Jun 2018 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty Next 50 TRI |
Turn Over | 50% | 49% |
Expense Ratio | 1.03 | 0.8 |
Manager | Swapnil P Mayekar | Deepesh Agarwal |
ISIN Code | INF247L01AD9 | INF789FC11T3 |
Exits Load | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -4.59% | -4.57% |
6 Month | -18.54% | -18.49% |
1 Year | 3.27% | 3.51% |
3 Year | 14.36% | 14.55% |
5 Year | 15.54% | 15.99% |
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 | -18.46% | -18.33% |
3 Year | 14.87% | 15.09% |
5 Year | 16.45% | 16.81% |
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 | 22.58% | 10.44% |
3 Year | 18.3% | 17.14% |
5 Year | 17.02% | 17.42% |
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 | 18.72% | 18.747% |
Sharp | 0.517% | 0.526% |
Beta | - | - |
Alpha | - | - |
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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 | -0.06 | - |
Large Cap | 89.08 | 88.98 |
Mid Cap | 11.03 | 11.04 |
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 | -0.06 | - |
Electrical Equipment | 5.07 | 5.06 |
Pharmaceuticals & Biotechnology | 5.47 | 5.46 |
Personal Products | 2.9 | 2.9 |
Finance | 14.49 | 14.48 |
Banks | 5.62 | 5.62 |
Aerospace & Defense | 3.26 | 3.25 |
Cement & Cement Products | 2.9 | 2.89 |
Insurance | 3.61 | 3.61 |
Power | 9.38 | 9.38 |
Gas | 2.98 | 2.97 |
Consumer Durables | 1.74 | 1.74 |
Retailing | 12.85 | 12.84 |
Beverages | 5.47 | 5.47 |
Diversified Metals | 3.09 | 3.09 |
IT - Software | 2.12 | 2.12 |
Petroleum Products | 2.1 | 2.09 |
Realty | 3.76 | 3.76 |
Chemicals & Petrochemicals | 1.83 | 1.83 |
Auto Components | 3.1 | 3.1 |
Leisure Services | 0.97 | 0.97 |
Automobiles | 2.28 | 2.28 |
Transport Services | 3.67 | 3.66 |
Ferrous Metals | 1.45 | 1.45 |
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