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Compare UTI S&P BSE Low Volatility Index Fund vs Motilal Oswal Large and Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 0.91 | 1.72 |
NAV | ₹16.39 | ₹33.20 |
Fund Started | 14 Feb 2022 | 27 Sep 2019 |
Fund Size | ₹563.91 Cr | ₹10840.40 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
0.91
1.72
NAV
₹16.39
₹33.20
Fund Started
14 Feb 2022
27 Sep 2019
Fund Size
₹563.91 Cr
₹10840.40 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.77% | 12.56% |
3 Year | 19.63% | 34.55% |
5 Year | - | 29.56% |
1 Year
0.77%
12.56%
3 Year
19.63%
34.55%
5 Year
-
29.56%
Holding Analysis
Equity | 99.91% | 98.63% |
Cash | 0.09% | 1.38% |
Equity
99.91%
98.63%
Cash
0.09%
1.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
MRF Ltd. | 4.33% |
Nestle India Ltd. | 3.86% |
ICICI Bank Ltd. | 3.85% |
HDFC Bank Ltd. | 3.71% |
Britannia Industries Ltd. | 3.71% |
Dr. Reddy's Laboratories Ltd. | 3.69% |
SBI Life Insurance Company Ltd. | 3.61% |
Hindustan Unilever Ltd. | 3.53% |
ITC Ltd. | 3.51% |
Pidilite Industries Ltd. | 3.49% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.16% |
Bharat Dynamics Ltd. | 5.03% |
Trent Ltd. | 4.67% |
Bharat Electronics Ltd. | 4.04% |
Suzlon Energy Ltd. | 3.96% |
Cholamandalam Investment and Finance Company Ltd. | 3.92% |
CG Power and Industrial Solutions Ltd. | 3.82% |
Waaree Energies Ltd. | 3.73% |
Samvardhana Motherson International Ltd. | 3.63% |
Apar Industries Ltd. | 3.56% |
Fund Manager
Name | Sharwan Kumar Goyal | Ajay Khandelwal |
Start Date | 02 Jul 2018 | 16 Dec 2021 |
Name
Sharwan Kumar Goyal
Ajay Khandelwal
Start Date
02 Jul 2018
16 Dec 2021
About Fund
Description | The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. | The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. |
Launch Date | 14 Feb 2022 | 27 Sep 2019 |
Description
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Launch Date
14 Feb 2022
27 Sep 2019