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 | 0.24% | 1.47% |
6 Month | 8.13% | 8.42% |
1 Year | -6.1% | 4.59% |
3 Year | 18.48% | 14.71% |
5 Year | - | 17.53% |
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 | 2.37% | 3.02% |
1 Year | 10.33% | 14.1% |
3 Year | 16.94% | 13.11% |
5 Year | - | 13.17% |
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% | 16.43% |
3 Year | 19.06% | 15.15% |
5 Year | - | 18.11% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 17.80% | 11.78% |
Sharp | 0.60% | 0.59% |
Beta | 1.00% | 1.00% |
Alpha | -0.82% | -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 | 3.08 |
Large Cap | 81.45 | 95.52 |
Mid Cap | 12.48 | 1.4 |
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 | -0.04 |
Industrials | 11.24 | 7.09 |
Consumer Cyclical | 11.51 | 11.68 |
Healthcare | 5.93 | 4.3 |
Consumer Defensive | 12.47 | 6.79 |
Financial Services | 20.01 | 36.49 |
Energy | 5.37 | 10.37 |
Basic Materials | 12.91 | 6.32 |
Utilities | 12.81 | 2.56 |
Technology | 2.11 | 9.91 |
Real Estate | 3.43 | - |
Communication Services | 2.25 | 4.54 |
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