Pros | ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 3Y returns in the top 25% of the category. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Index Funds | Equity,Index Funds | ||
Fund Age | 5 Years | 4 Years | ||
Fund Size | 2432 Cr | 8199 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹500 Lumpsum ₹1000 | ||
Expense Ratio | 0.17% | 0.43% | ||
Exit Load | 1% | 0% | ||
Benchmark Index | Nifty 500 TR INR | Nifty200 Momentum 30 TR INR |
No of Holdings | 504 | 31 | ||
Top 5 Holdings | HDFC Bank Ltd (8.06%) ICICI Bank Ltd (5.53%) Reliance Industries Ltd (4.93%) Infosys Ltd (2.85%) Bharti Airtel Ltd (2.73%) | InterGlobe Aviation Ltd (5.42%) ICICI Bank Ltd (5.38%) HDFC Bank Ltd (5.27%) SBI Life Insurance Co Ltd (5.14%) Bharti Airtel Ltd (5.04%) | ||
No of Sectors | 11 | 8 | ||
Top 3 Sectors | Financial Services (30.96%) Industrial (11.2%) Consumer Cyclical (10.89%) | Financial Services (49.29%) Industrial (15.06%) Tech (9.37%) | ||
Equity % | 99.73% | 99.9% | ||
Debt % | - | - | ||
P/E | 24.38 | 39.06 | ||
P/B | 3.52 | 6.84 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.19% | -2.26% | ||
3-Month Return | -1.22% | -2.81% | ||
6-Month Return | 13.71% | 11.33% | ||
1-Year Return | -4.09% | -19.17% | ||
3-Year Return | 15.18% | 16.6% | ||
5-Year Return | 19.1% | - |
Sharpe | - | - | ||
Alpha | -0.34 | -0.17 | ||
Beta | 1 | 1 | ||
Standard Deviation | 13.39 | 17.84 | ||
Information Ratio | -3.8 | -1.12 |
Description | Motilal Oswal Nifty 500 Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | UTI Nifty200 Momentum 30 Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Dishant Mehta,Swapnil Mayekar,Rakesh Shetty | Ayush Jain,Sharwan Kumar Goyal |