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Compare UTI Nifty200 Momentum 30 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 | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 0.9 | 1.7 |
NAV | ₹21.61 | ₹35.10 |
Fund Started | 18 Feb 2021 | 27 Sep 2019 |
Fund Size | ₹8204.04 Cr | ₹13777.98 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
0.9
1.7
NAV
₹21.61
₹35.10
Fund Started
18 Feb 2021
27 Sep 2019
Fund Size
₹8204.04 Cr
₹13777.98 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -12.80% | 2.98% |
3 Year | 17.86% | 28.90% |
5 Year | - | 28.54% |
1 Year
-12.80%
2.98%
3 Year
17.86%
28.90%
5 Year
-
28.54%
Holding Analysis
Equity | 100.04% | 98.97% |
Cash | -0.04% | -0.03% |
Equity
100.04%
98.97%
Cash
-0.04%
-0.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 5.65% |
Bajaj Finserv Ltd. | 5.23% |
Bharat Electronics Ltd. | 5.22% |
Interglobe Aviation Ltd. | 5.20% |
SBI Life Insurance Company Ltd. | 5.07% |
HDFC Life Insurance Co Ltd. | 5.05% |
HDFC Bank Ltd. | 5.04% |
Bharti Airtel Ltd. | 5.01% |
ICICI Bank Ltd. | 4.96% |
Kotak Mahindra Bank Ltd. | 4.76% |
Name | Assets |
|---|---|
Eternal Ltd. | 6.88% |
Bharat Electronics Ltd. | 4.13% |
CG Power and Industrial Solutions Ltd. | 3.88% |
Waaree Energies Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.62% |
PTC Industries Ltd. | 3.58% |
Amber Enterprises India Ltd. | 3.49% |
Muthoot Finance Ltd. | 3.45% |
Siemens Energy India Ltd. | 3.41% |
Samvardhana Motherson International Ltd. | 3.37% |
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, 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 | 18 Feb 2021 | 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
18 Feb 2021
27 Sep 2019