Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded Fund
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Motilal Oswal Nifty Next 50 ETF is an ETF fund and UTI - BSE Sensex Next 50 Exchange Traded Fund is an Index fund. In the year to 30-10-2026, Motilal Oswal Nifty Next 50 ETF returned −2.8% and UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct) returned −6.6%. Their portfolios overlap 50.6%: they hold 24 of the same securities.
Motilal Oswal Nifty Next 50 ETF
ETF
- 1 year return
- −2.8%
- Expense ratio
- 0.97%
- NAV
- ₹67.69
UTI - BSE Sensex Next 50 Exchange Traded Fund
Index
- 1 year return
- −6.6%
- NAV
- ₹87.26
Which is better, Motilal Oswal Nifty Next 50 ETF or UTI - BSE Sensex Next 50 Exchange Traded? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal Nifty Next 50 ETF returned more over 1 year: −2.8% against −6.6%.
- Motilal Oswal Nifty Next 50 ETF fell less in its worst fall since 14-05-2025: −14.4% against −14.9%.
- Motilal Oswal Nifty Next 50 ETF holds more in large companies: 95.3% of the fund in large caps against 58.1%.
- UTI - BSE Sensex Next 50 Exchange Traded is the larger fund: ₹32 Cr against ₹16 Cr.
- Their portfolios overlap 50.6%: 24 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Motilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange Traded Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | UTI Mutual Fund |
| Category | ETF | Index |
| AUM | ₹16 Cr (30-09-2026) | ₹32 Cr (30-09-2026) |
| NAV | ₹67.69 | ₹87.26 (Direct) |
| Expense ratio (Direct) | Not available | 0.00% |
| Expense ratio (Regular) | Not available | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Next 50 TRI | BSE SENSEX Next 50 TRI |
| Launch date | 09-05-2025 | 08-03-2019 |
| Minimum investment | Ongoing Basis: On Exchange: Investors can buy/sell units of the Scheme in round lots of 1 unit and in multiples thereof. Directly with the Mutual Fund: For Eligible investors: Transactions must be in multiple of unit creation size and the execution value | ₹5,000 |
| Lock in | None | None |
| Fund managers | Swapnil Mayekar, Dishant Mehta, Rakesh Shetty | Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3 |
| Exit load | Nil | Not available |
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Next 50 ETF | −2.88% | −6.67% | −2.35% | −2.75% | -- | -- | -- |
| UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct) | −2.79% | −7.72% | −3.43% | −6.59% | +14.65% | +12.27% | -- |
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded: Year-wise Returns
| Year | Motilal Oswal Nifty Next 50 ETFMotilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange TradedUTI - BSE Sensex Next 50 Exchange Traded |
|---|---|---|
| 2026to date | −1.76% | −6.51% |
| 2025 | -- | +7.81% |
| 2024 | -- | +26.24% |
| 2023 | -- | +34.52% |
| 2022 | -- | +4.97% |
| 2021 | -- | +30.65% |
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded: Rolling Returns
Every holding period of both funds, against Nifty Next 50 TRI, the benchmark of Motilal Oswal Nifty Next 50 ETF
Rolling returns
Every 1-year holding period, 115 of them, one for each trading day from 14-05-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Motilal Oswal Nifty Next 50 ETF
UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct)
Nifty Next 50 TRI
to
May 2026Jun 2025
to
Jun 2026Jul 2025
to
Jul 2026Aug 2025
to
Aug 2026Sept 2025
to
Sept 2026Oct 2025
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Next 50 ETF | 7.8 | 27.0 | 47.0 | 18.3 | 0.0 | 0.0 | 0.0 | 6.1% | 5.9% | −4.5% | 14.8% | 0% |
| UTI - BSE Sensex Next 50 Exchange Traded | 18.3 | 48.7 | 29.6 | 3.5 | 0.0 | 0.0 | 0.0 | 3.3% | 3.3% | −6.7% | 11.1% | 0% |
| Nifty Next 50 TRI | 6.1 | 27.0 | 47.8 | 18.3 | 0.9 | 0.0 | 0.0 | 6.5% | 6.3% | −4.3% | 15.2% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Next 50 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 14-05-2025. Past returns do not promise future returns.
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 14-05-2025 to 30-10-2026: 18 instalments, ₹1,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Motilal Oswal Nifty Next 50 ETFMotilal Oswal Nifty Next 50 ETF | ₹1,80,000 | ₹1,78,540 | −₹1,460 | −1.0% |
| UTI - BSE Sensex Next 50 Exchange TradedUTI - BSE Sensex Next 50 Exchange Traded Fund (Direct) | ₹1,80,000 | ₹1,74,055 | −₹5,945 | −4.2% |
Motilal Oswal Nifty Next 50 ETFMotilal Oswal Nifty Next 50 ETF
UTI - BSE Sensex Next 50 Exchange TradedUTI - BSE Sensex Next 50 Exchange Traded Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.75% | −6.59% |
| Standard deviation | 17.48% | 16.34% |
| Sharpe ratio | -0.46 | -0.72 |
| Sortino ratio | -0.61 | -0.95 |
| Maximum drawdown | −14.4% (31-03-2026) | −14.9% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.27% | −0.16% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Motilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct) |
|---|---|---|
| Return (CAGR) | +2.89% | +13.37% |
| Standard deviation | 15.84% | 18.81% |
| Sharpe ratio | -0.15 | 0.44 |
| Sortino ratio | -0.21 | 0.58 |
| Maximum drawdown | −14.4% (31-03-2026) | −40.0% (23-03-2020) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.41% | −0.47% |
From daily NAVs, 14-05-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Motilal Oswal Nifty Next 50 ETF
UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct)
Nifty Next 50 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Next 50 ETF | −14.4% | 26-02-2026 | 31-03-2026 | 21-04-2026 | 21 days | −9.4% |
| UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct) | −14.9% | 02-01-2026 | 30-03-2026 | 29-07-2026 | 4 months | −9.9% |
| Nifty Next 50 TRI | −14.4% | 26-02-2026 | 30-03-2026 | 21-04-2026 | 22 days | −9.3% |
From daily values since 14-05-2025, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Motilal Oswal Nifty Next 50 ETF
UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct)
Nifty Next 50 TRI
Against Nifty Next 50 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Motilal Oswal Nifty Next 50 ETF | 99% | 100% | 0.18% |
| UTI - BSE Sensex Next 50 Exchange Traded Fund (Direct) | 84% | 95% | 4.23% |
From month-end values since 14-05-2025. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Nifty Next 50 ETF, September 2026; UTI - BSE Sensex Next 50 Exchange Traded Fund, September 2026
Holdings in common
- Overlap
- 50.6%
- Held by both
- 24
- Only in Motilal Oswal Nifty Next 50 ETF
- 26
- Only in UTI - BSE Sensex Next 50 Exchange Traded
- 26
| Security | % of Motilal Oswal Nifty Next 50 ETF | % of UTI - BSE Sensex Next 50 Exchange Traded |
|---|---|---|
| Divi's Laboratories Limited | 4.84% | 4.37% |
| Tata Motors Ltd | 3.61% | 3.27% |
| Adani Power Limited | 3.48% | 3.19% |
| Samvardhana Motherson International Limited | 2.95% | 2.67% |
| Cholamandalam Investment and Finance Company Limited | 2.88% | 2.60% |
| Cummins India Limited | 2.63% | 2.39% |
| Avenue Supermarts Limited | 2.51% | 2.29% |
| Tata Power Company Limited | 2.47% | 2.20% |
| Bharat Petroleum Corporation Limited | 2.49% | 2.19% |
| Varun Beverages Ltd | 2.42% | 2.16% |
| CG Power and Industrial Solutions Limited | 2.40% | 2.15% |
| Britannia Industries Limited | 2.33% | 2.10% |
| Indian Oil Corporation Limited | 2.06% | 1.82% |
| Power Finance Corporation Limited | 1.94% | 1.75% |
| HDFC Asset Management Company Limited | 1.91% | 1.70% |
| GAIL (India) Limited | 1.88% | 1.70% |
| Bajaj Holdings & Investment Limited | 1.91% | 1.68% |
| Pidilite Industries Limited | 1.86% | 1.66% |
| DLF Limited | 1.77% | 1.60% |
| Bank of Baroda | 1.75% | 1.59% |
| Canara Bank | 1.64% | 1.48% |
| Punjab National Bank | 1.59% | 1.44% |
| LTM Limited | 1.54% | 1.36% |
| Godrej Consumer Products Limited | 1.40% | 1.26% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 50.6% means 50.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Motilal Oswal Nifty Next 50 ETF
| Security | % of fund |
|---|---|
| TVS Motor Company Limited | 3.95% |
| Hindustan Aeronautics Limited | 3.63% |
| Torrent Pharmaceuticals Limited | 2.89% |
| Vedanta Aluminium Metal Limited | 2.87% |
| Solar Industries India Limited | 1.97% |
Largest holdings only in UTI - BSE Sensex Next 50 Exchange Traded Fund
| Security | % of fund |
|---|---|
| EQ - ADANI ENTERPRISES LTD. | 3.63% |
| EQ - FEDERAL BANK LTD. | 2.90% |
| EQ - ONE 97 COMMUNICATIONS LTD | 2.66% |
| EQ - HERO MOTOCORP LTD. | 2.48% |
| EQ - INDIAN HOTELS COMPANY LTD. | 2.38% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange Traded |
|---|---|---|
| Equity | 100.0% | 100.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.0% | -0.0% |
Market cap of stocks
| Market cap | Motilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange Traded |
|---|---|---|
| Large Cap | 95.3% | 58.1% |
| Mid Cap | 4.7% | 41.9% |
| Small Cap | 0.0% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Motilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange Traded |
|---|---|---|
| Banks | 6.3% | 15.1% |
| Power | 9.5% | 5.4% |
| Finance | 9.4% | 7.4% |
| Pharmaceuticals & Biotechnology | 8.9% | 6.2% |
| Electrical Equipment | 8.0% | 3.9% |
| IT - Software | 3.3% | 5.7% |
| Automobiles | 5.1% | 2.5% |
| Agricultural, Commercial & Construction Vehicles | 3.6% | 4.9% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Nifty Next 50 ETF | UTI - BSE Sensex Next 50 Exchange Traded Fund |
|---|---|---|
| Total expense ratio (Direct) | Not available | 0.00% |
| Base expense ratio (Direct) | 0.00% | 0.00% |
| Base expense ratio (Regular) | 0.18% | 0.20% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Motilal Oswal Nifty Next 50 ETF vs UTI - BSE Sensex Next 50 Exchange Traded Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Nifty Next 50 ETF and UTI - BSE Sensex Next 50 Exchange Traded Fund?
Motilal Oswal Nifty Next 50 ETF is an ETF fund, UTI - BSE Sensex Next 50 Exchange Traded Fund is an Index fund, run by Motilal Oswal Mutual Fund and UTI Mutual Fund. Their portfolios overlap 50.6%.
Which has given higher returns, Motilal Oswal Nifty Next 50 ETF or UTI - BSE Sensex Next 50 Exchange Traded Fund?
Over 1 year: Motilal Oswal Nifty Next 50 ETF −2.75%, UTI - BSE Sensex Next 50 Exchange Traded Fund −6.59%. As on 30-10-2026. Past returns do not promise future returns.
How much do Motilal Oswal Nifty Next 50 ETF and UTI - BSE Sensex Next 50 Exchange Traded Fund overlap?
50.6%. They hold 24 of the same securities, the largest shared ones being DIVISLAB, TMCV, ADANIPOWER. From each fund's latest monthly portfolio.
Which is riskier, Motilal Oswal Nifty Next 50 ETF or UTI - BSE Sensex Next 50 Exchange Traded Fund?
On SEBI's riskometer, Motilal Oswal Nifty Next 50 ETF is rated Very High and UTI - BSE Sensex Next 50 Exchange Traded Fund Very High. Over 1 years, the standard deviation of daily returns was 17.48% and 16.34% a year.
Can I invest in both Motilal Oswal Nifty Next 50 ETF and UTI - BSE Sensex Next 50 Exchange Traded Fund?
Yes. 50.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Motilal Oswal Nifty Next 50 ETF and UTI - BSE Sensex Next 50 Exchange Traded Fund?
Motilal Oswal Nifty Next 50 ETF: Swapnil Mayekar, Dishant Mehta, Rakesh Shetty. UTI - BSE Sensex Next 50 Exchange Traded Fund: Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.