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Compare UTI Nifty Midcap 150 Quality 50 Index Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.05 | 1.56 |
NAV | ₹14.35 | ₹101.89 |
Fund Started | 28 Mar 2022 | 03 Feb 2014 |
Fund Size | ₹277.05 Cr | ₹33053.13 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.05
1.56
NAV
₹14.35
₹101.89
Fund Started
28 Mar 2022
03 Feb 2014
Fund Size
₹277.05 Cr
₹33053.13 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -2.87% | 2.04% |
3 Year | 14.75% | 29.41% |
5 Year | - | 35.27% |
1 Year
-2.87%
2.04%
3 Year
14.75%
29.41%
5 Year
-
35.27%
Holding Analysis
Equity | 99.67% | 82.83% |
Cash | 0.33% | 17.17% |
Equity
99.67%
82.83%
Cash
0.33%
17.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Colgate-Palmolive (India) Ltd. | 4.75% |
HDFC Asset Management Company Ltd. | 3.37% |
Marico Ltd. | 3.14% |
Persistent Systems Ltd. | 3.12% |
Coforge Ltd. | 3.08% |
Page Industries Ltd. | 2.93% |
Solar Industries India Ltd. | 2.90% |
Dixon Technologies (India) Ltd. | 2.90% |
Cummins India Ltd. | 2.77% |
Indian Railway Catering & Tourism Corporation Ltd. | 2.68% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 28 Mar 2022 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
28 Mar 2022
03 Feb 2014
