- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare UTI S&P BSE Low Volatility 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 | - | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 0.91 | 1.73 |
NAV | ₹15.60 | ₹31.44 |
Fund Started | 14 Feb 2022 | 27 Sep 2019 |
Fund Size | ₹548.54 Cr | ₹9001.07 Cr |
Exit Load | - | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
0.91
1.73
NAV
₹15.60
₹31.44
Fund Started
14 Feb 2022
27 Sep 2019
Fund Size
₹548.54 Cr
₹9001.07 Cr
Exit Load
-
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 6.64% | 26.71% |
3 Year | - | 20.93% |
5 Year | - | 23.52% |
1 Year
6.64%
26.71%
3 Year
-
20.93%
5 Year
-
23.52%
Holding Analysis
Equity | 100.03% | 98.82% |
Cash | -0.03% | 1.18% |
Equity
100.03%
98.82%
Cash
-0.03%
1.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 4.24% |
ICICI Bank Ltd. | 4.01% |
Page Industries Ltd. | 3.94% |
Dr. Reddy's Laboratories Ltd. | 3.93% |
HDFC Bank Ltd. | 3.81% |
ITC Ltd. | 3.78% |
Apollo Hospitals Enterprise Ltd. | 3.63% |
Bharti Airtel Ltd. | 3.62% |
MRF Ltd. | 3.54% |
Abbott India Ltd. | 3.48% |
Name | Assets |
|---|---|
Zomato Ltd. | 6.91% |
Trent Ltd. | 6.63% |
Kalyan Jewellers India Ltd. | 4.88% |
Bharti Airtel Ltd. | 4.48% |
Coforge Ltd. | 3.77% |
Samvardhana Motherson International Ltd. | 3.46% |
Mankind Pharma Ltd. | 3.22% |
Premier Energies Ltd. | 3.18% |
Prestige Estates Projects Ltd. | 3.16% |
Amber Enterprises India Ltd. | 3.06% |
Fund Manager
Name | Sharwan Kumar Goyal | Ajay Khandelwal |
Start Date | 02 Jul 2018 | 16 Dec 2021 |
Name
Sharwan Kumar Goyal
Ajay Khandelwal
Start Date
02 Jul 2018
16 Dec 2021
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 | 14 Feb 2022 | 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
14 Feb 2022
27 Sep 2019
