Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Index Funds | Equity,Index Funds | ||
Fund Age | 0 Years | 2 Years | ||
Fund Size | 74 Cr | 2594 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.38% | 0.5% | ||
Exit Load | 0% | 1% | ||
Benchmark Index | Nifty Midsmallcap 400 Momt Qul 100 TRI | Nifty Microcap 250 TR INR |
No of Holdings | 100 | 254 | ||
Top 5 Holdings | BSE Ltd (4.51%) Suzlon Energy Ltd (4.38%) Coforge Ltd (3.59%) HDFC Asset Management Co Ltd (3.41%) Dixon Technologies (India) Ltd (3.32%) | LMW Ltd (1.32%) CarTrade Tech Ltd (1.19%) Reliance Infrastructure Ltd (1.18%) Maharashtra Scooters Ltd (1.13%) Sudarshan Chemical Industries Ltd (1.08%) | ||
No of Sectors | 10 | 11 | ||
Top 3 Sectors | Industrial (20.4%) Financial Services (20.39%) Tech (19.41%) | Consumer Cyclical (23.44%) Industrial (21.97%) Basic Materials (18.88%) | ||
Equity % | 99.78% | 100.03% | ||
Debt % | - | - | ||
P/E | 33.19 | 23.86 | ||
P/B | 6.67 | 2.68 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.8% | -3.19% | ||
3-Month Return | -3.02% | -0.29% | ||
6-Month Return | 10.95% | 13.24% | ||
1-Year Return | - | -8.35% | ||
3-Year Return | - | - | ||
5-Year Return | - | - |
Sharpe | - | - | ||
Alpha | - | - | ||
Beta | - | - | ||
Standard Deviation | - | - | ||
Information Ratio | - | - |
Description | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ayush Jain,Sharwan Kumar Goyal | Dishant Mehta,Swapnil Mayekar,Rakesh Shetty |