Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Index Funds | Equity,Index Funds | ||
Fund Age | 0 Years | 2 Years | ||
Fund Size | 633 Cr | 2594 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹500 | ||
Expense Ratio | 0.44% | 0.5% | ||
Exit Load | 0% | 1% | ||
Benchmark Index | NIFTY200 Quality 30 TR INR | Nifty Microcap 250 TR INR |
No of Holdings | 31 | 254 | ||
Top 5 Holdings | Hindustan Unilever Ltd (5.69%) ITC Ltd (5.09%) Nestle India Ltd (4.81%) Coal India Ltd (4.81%) Infosys Ltd (4.81%) | 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 | 8 | 11 | ||
Top 3 Sectors | Consumer Defensive (26.93%) Tech (24.55%) Industrial (17.78%) | Consumer Cyclical (23.44%) Industrial (21.97%) Basic Materials (18.88%) | ||
Equity % | 99.77% | 100.03% | ||
Debt % | - | - | ||
P/E | 28.04 | 23.86 | ||
P/B | 7.83 | 2.68 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.45% | -2.67% | ||
3-Month Return | -0.86% | -1.24% | ||
6-Month Return | 12.81% | 17.42% | ||
1-Year Return | - | -9.08% | ||
3-Year Return | - | - | ||
5-Year Return | - | - |
Sharpe | - | - | ||
Alpha | - | - | ||
Beta | - | - | ||
Standard Deviation | - | - | ||
Information Ratio | - | - |
Description | UTI Nifty200 Quality 30 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 | Sharwan Kumar Goyal,Ayush Jain | Dishant Mehta,Swapnil Mayekar,Rakesh Shetty |