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Motilal Oswal Nifty 500 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
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) | ₹1843 Cr | ₹2507 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 3.11% | 3.4% |
| 6 Month | 9.64% | 8.51% |
| 1 Year | 1.05% | 5.15% |
| 3 Year | 17.77% | 15.33% |
| 5 Year | - | 19.55% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 4.44% | 3.61% |
| 1 Year | 14.28% | 14.41% |
| 3 Year | 17.64% | 14.44% |
| 5 Year | - | 14.52% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 5.58% | 16.31% |
| 3 Year | 19.06% | 17.73% |
| 5 Year | - | 19.68% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 17.81% | 13.14% |
| Sharp | 0.65% | 0.66% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.99% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 6.07 | 3.64 |
| Large Cap | 81.45 | 67.68 |
| Mid Cap | 12.48 | 18.95 |
| Small Cap | - | 10.2 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.03 | 0.42 |
| Industrials | 11.24 | 11.09 |
| Consumer Cyclical | 11.51 | 11.95 |
| Healthcare | 5.93 | 6.42 |
| Consumer Defensive | 12.47 | 6.75 |
| Financial Services | 20.01 | 30.53 |
| Energy | 5.37 | 7.37 |
| Basic Materials | 12.91 | 8.22 |
| Utilities | 12.81 | 3.92 |
| Technology | 2.11 | 8.93 |
| Real Estate | 3.43 | 1.14 |
| Communication Services | 2.25 | 3.73 |
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