Motilal Oswal Nifty 50 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1843 Cr | ₹755 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 May 2021 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 52.85% | 10% |
| Expense Ratio | 0.76 | 0.55 |
| Manager | Raviprakash Sharma | Swapnil P Mayekar |
| ISIN Code | INF200KA1V76 | INF247L01AF4 |
| Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | 1.64% | 2.44% |
| 6 Month | 7.52% | 4.53% |
| 1 Year | 2.21% | 9.09% |
| 3 Year | 17.22% | 12.75% |
| 5 Year | - | 15.9% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | 2.56% | 2.35% |
| 1 Year | 12.42% | 12.51% |
| 3 Year | 16.29% | 12.07% |
| 5 Year | - | 12.36% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 5.58% | 15.32% |
| 3 Year | 19.06% | 15.02% |
| 5 Year | - | 17.76% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 17.81% | 11.68% |
| Sharp | 0.65% | 0.57% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.60% |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Raviprakash Sharma | Swapnil P Mayekar |
| Total AUM | ₹8390 Cr | ₹9006 Cr |
| Funds Managed | 5 | 9 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 6.07 | 3.86 |
| Large Cap | 81.45 | 94.77 |
| Mid Cap | 12.48 | 1.38 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | -0.03 | 0.62 |
| Industrials | 11.24 | 7.24 |
| Consumer Cyclical | 11.51 | 10.85 |
| Healthcare | 5.93 | 4.22 |
| Consumer Defensive | 12.47 | 6.69 |
| Financial Services | 20.01 | 36.28 |
| Energy | 5.37 | 10.65 |
| Basic Materials | 12.91 | 6.37 |
| Utilities | 12.81 | 2.46 |
| Technology | 2.11 | 9.89 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | 4.74 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns%
PGIM India Liquid Fund - Growth
3Y Returns6.98%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns10.25%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.95%
Kotak Multi Asset Omni FOF - Growth
3Y Returns19.15%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.3%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.23%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.47%