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UTI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Nifty Smallcap 250 Index - 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) | ₹796 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 Smallcap 250 TRI | Nifty Next 50 TRI |
| Turn Over | 60% | 49% |
| Expense Ratio | 1.04 | 0.8 |
| Manager | Swapnil P Mayekar | Deepesh Agarwal |
| ISIN Code | INF247L01924 | INF789FC11T3 |
| Exits Load | Motilal Oswal Nifty Smallcap 250 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 Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 9.32% | 8.13% |
| 6 Month | -15.47% | -13.1% |
| 1 Year | 1.23% | 3.49% |
| 3 Year | 15.49% | 13.76% |
| 5 Year | 32.65% | 22.16% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.17% | -0.98% |
| 1 Year | -15.13% | -12.27% |
| 3 Year | 17.93% | 17.86% |
| 5 Year | 21.79% | 17.53% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 32.79% | 10.44% |
| 3 Year | 26.54% | 17.14% |
| 5 Year | 29.13% | 17.42% |
Risk Management
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.328% | 19.657% |
| Sharp | 0.577% | 0.378% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Swapnil P Mayekar | Deepesh Agarwal |
| Total AUM | ₹9006 Cr | ₹35015 Cr |
| Funds Managed | 9 | 9 |
| Motilal Oswal Nifty Smallcap 250 Index - Regular Plan | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.4 | -0.16 |
| Small Cap | 91.55 | - |
| Mid Cap | 8.32 | 11.75 |
| Large Cap | - | 88.41 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.66 | -0.16 |
| Utilities | 1.92 | 12.12 |
| Consumer Defensive | 4.25 | 10.46 |
| Consumer Cyclical | 9.84 | 12.93 |
| Technology | 7.93 | 2.11 |
| Communication Services | 2.92 | 2.68 |
| Industrials | 21.16 | 14.31 |
| Basic Materials | 14.14 | 10.19 |
| Financial Services | 20.52 | 23.92 |
| Healthcare | 13.15 | 5.83 |
| Energy | 1.57 | 2.08 |
| Real Estate | 2.21 | 3.53 |
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