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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 Risk | Very High Risk |
| 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 | -10.92% | -4.57% |
| 6 Month | -18.44% | -18.49% |
| 1 Year | -2.7% | 3.51% |
| 3 Year | 16.79% | 14.55% |
| 5 Year | 22.41% | 15.99% |
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 | - | - |
| 1 Year | -20.18% | -18.33% |
| 3 Year | 16.11% | 15.09% |
| 5 Year | 22.41% | 16.81% |
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% | 18.747% |
| Sharp | 0.577% | 0.526% |
| 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 |
| Fund Manage | 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 | -0.06 | - |
| Small Cap | 91.18 | - |
| Mid Cap | 8.84 | 11.04 |
| Large Cap | - | 88.98 |
Sector Allocation
| Scheme Name |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.06 | - |
| Gas | 1.42 | 2.97 |
| Food Products | 0.72 | - |
| Auto Components | 3.74 | 3.1 |
| Construction | 4.73 | - |
| IT - Services | 1.36 | - |
| Telecom - Equipment & Accessories | 0.66 | - |
| Transport Services | 1.01 | 3.66 |
| Chemicals & Petrochemicals | 5.12 | 1.83 |
| Capital Markets | 10.59 | - |
| Fertilizers & Agrochemicals | 1.51 | - |
| Agricultural Food & other Products | 1.03 | - |
| Banks | 3.18 | 5.62 |
| Finance | 6.93 | 14.48 |
| Insurance | 0.33 | 3.61 |
| Pharmaceuticals & Biotechnology | 8.68 | 5.46 |
| Healthcare Services | 3.37 | - |
| Consumer Durables | 6.67 | 1.74 |
| Paper, Forest & Jute Products | 0.67 | - |
| Textiles & Apparels | 1.14 | - |
| Electrical Equipment | 3.23 | 5.06 |
| Industrial Manufacturing | 3.38 | - |
| Leisure Services | 2.81 | 0.97 |
| IT - Software | 3.57 | 2.12 |
| Telecom - Services | 1.01 | - |
| Aerospace & Defense | 0.61 | 3.25 |
| Personal Products | 0.58 | 2.9 |
| Ferrous Metals | 0.25 | 1.45 |
| IT - Hardware | 0.22 | - |
| Cement & Cement Products | 1.48 | 2.89 |
| Commercial Services & Supplies | 1.86 | - |
| Minerals & Mining | 0.14 | - |
| Non - Ferrous Metals | 1.38 | - |
| Industrial Products | 5.94 | - |
| Petroleum Products | 0.64 | 2.09 |
| Entertainment | 1.46 | - |
| Healthcare Equipment & Supplies | 0.51 | - |
| Realty | 2.44 | 3.76 |
| Agricultural, Commercial & Construction Vehicles | 0.72 | - |
| Cigarettes & Tobacco Products | 0.36 | - |
| Automobiles | 0.3 | 2.28 |
| Household Products | 0.47 | - |
| Power | 1.03 | 9.38 |
| Transport Infrastructure | 0.25 | - |
| Retailing | 0.97 | 12.84 |
| Diversified | 0.51 | - |
| Beverages | 1.04 | 5.47 |
| Diversified Metals | - | 3.09 |
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