Motilal Oswal Nifty 500 Index Fund vs SBI Nifty Next 50 Index Fund compare

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Fund	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1847 Cr	₹2757 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	19 May 2021	10 Sep 2019
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	NIFTY 500 TRI
Turn Over	52.85%	10%
Expense Ratio	0.76	0.88
Manager	Raviprakash Sharma	Swapnil P Mayekar
ISIN Code	INF200KA1V76	INF247L01940
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	Motilal Oswal Nifty 500 Index Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	1.77%	1.08%
6 Month	2.59%	2.38%
1 Year	2.03%	5.82%
3 Year	18.46%	15.73%
5 Year	-	15.69%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	3.02%	3.57%
1 Year	14.47%	15.35%
3 Year	15.54%	13.56%
5 Year	-	13.9%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year	5.58%	14.61%
3 Year	19.06%	17.35%
5 Year	-	19.37%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation	16.74%	12.78%
Sharp	-	-
Beta	-	-
Alpha	-	-

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
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 500 Index Fund - Regular Plan

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	-0.02	0.09
Large Cap	93.26	70.93
Mid Cap	6.76	19.46
Small Cap	-	9.52

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	-0.02	0.09
Electrical Equipment	5.65	1.96
Pharmaceuticals & Biotechnology	6.27	4.73
Finance	10.9	6.43
Banks	6.39	20.98
Petroleum Products	5.63	6.23
Leisure Services	2.83	0.89
Aerospace & Defense	3.74	1.34
Cement & Cement Products	3.02	1.92
Insurance	2.92	1.73
Automobiles	5.03	5.17
Personal Products	2	0.69
Power	9.36	3.03
Gas	2.06	0.64
Consumer Durables	1.57	2.78
Retailing	4.79	2.65
Beverages	4.69	0.71
Diversified Metals	3.86	0.44
IT - Software	2.45	7.75
Food Products	2.99	0.84
Industrial Manufacturing	0.88	0.46
Non - Ferrous Metals	0.91	0.85
Realty	3.41	1.12
Chemicals & Petrochemicals	3.38	1.23
Auto Components	3.6	2.02
Ferrous Metals	1.69	1.76
Industrial Products	-	1.73
IT - Services	-	0.3
Telecom - Equipment & Accessories	-	0.03
Transport Services	-	0.93
Construction	-	2.85
Capital Markets	-	2.03
Minerals & Mining	-	0.18
Fertilizers & Agrochemicals	-	0.67
Healthcare Services	-	1.55
Diversified FMCG	-	3.03
Agricultural, Commercial & Construction Vehicles	-	0.34
Paper, Forest & Jute Products	-	0.05
Textiles & Apparels	-	0.25
Telecom - Services	-	3.48
Oil	-	0.59
IT - Hardware	-	0.03
Commercial Services & Supplies	-	0.2
Agricultural Food & other Products	-	0.83
Consumer Services	-	0.03
Entertainment	-	0.13
Healthcare Equipment & Supplies	-	0.04
Diversified	-	0.12
Cigarettes & Tobacco Products	-	0.06
Household Products	-	0.04
Financial Technology (Fintech)	-	0.55
Metals & Minerals Trading	-	0.3
Consumable Fuels	-	0.43
Transport Infrastructure	-	0.79