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Compare UTI Nifty Midsmallcap 400 Momentum Quality 100 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 | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.03 | 1.54 |
NAV | ₹10.87 | ₹100.41 |
Fund Started | 28 Jan 2025 | 03 Feb 2014 |
Fund Size | ₹95.04 Cr | ₹38002.68 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.03
1.54
NAV
₹10.87
₹100.41
Fund Started
28 Jan 2025
03 Feb 2014
Fund Size
₹95.04 Cr
₹38002.68 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | - | -10.45% |
3 Year | - | 23.84% |
5 Year | - | 28.86% |
1 Year
-
-10.45%
3 Year
-
23.84%
5 Year
-
28.86%
Holding Analysis
Equity | 99.89% | 87.22% |
Cash | 0.11% | 12.77% |
Equity
99.89%
87.22%
Cash
0.11%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 4.59% |
Suzlon Energy Ltd. | 4.21% |
Persistent Systems Ltd. | 3.67% |
Coforge Ltd. | 3.64% |
HDFC Asset Management Company Ltd. | 3.25% |
Dixon Technologies (India) Ltd. | 3.05% |
Solar Industries India Ltd. | 2.99% |
Marico Ltd. | 2.43% |
Cummins India Ltd. | 2.25% |
Coromandel International Ltd. | 2.11% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Sharwan Kumar Goyal | Ajay Khandelwal |
Start Date | 28 Jan 2025 | 25 Jul 2025 |
Name
Sharwan Kumar Goyal
Ajay Khandelwal
Start Date
28 Jan 2025
25 Jul 2025
About Fund
Description | The scheme seeks to provide returns that, before expenses, corresponds to the total return 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 Jan 2025 | 03 Feb 2014 |
Description
The scheme seeks to provide returns that, before expenses, corresponds to the total return 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 Jan 2025
03 Feb 2014