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) | ₹1768 Cr | ₹723 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 | -2.21% | -1.46% |
6 Month | 15.46% | 11.02% |
1 Year | -12.08% | -2.24% |
3 Year | 15.26% | 12.76% |
5 Year | - | 16.58% |
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 | 2.07% | 1.63% |
1 Year | 1.81% | 6.36% |
3 Year | 17.31% | 12.39% |
5 Year | - | 13.15% |
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 | 6.68% | 17.15% |
3 Year | 19.52% | 15.38% |
5 Year | - | 19.51% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 18.15% | 12.14% |
Sharp | 0.64% | 0.58% |
Beta | 1.00% | 1.00% |
Alpha | -0.85% | -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 | 2.44 | 3.11 |
Large Cap | 87.89 | 95.75 |
Mid Cap | 9.67 | 1.14 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.11 | 0.25 |
Industrials | 14.57 | 5.91 |
Consumer Cyclical | 11 | 11.29 |
Healthcare | 6.34 | 3.77 |
Consumer Defensive | 13.89 | 6.73 |
Financial Services | 20.28 | 37.77 |
Energy | 5.1 | 10.53 |
Basic Materials | 10 | 6.11 |
Utilities | 10.69 | 2.58 |
Technology | 2.04 | 10.42 |
Real Estate | 3.65 | - |
Communication Services | 2.33 | 4.64 |
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