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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) | ₹1725 Cr | ₹2359 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 | 2.3% | 3.73% |
| 6 Month | 0.22% | 5.4% |
| 1 Year | -3.72% | 4.89% |
| 3 Year | 22.83% | 20.55% |
| 5 Year | - | 22.29% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 10.08% | 10.74% |
| 1 Year | 3.7% | 12.52% |
| 3 Year | 20.39% | 18.04% |
| 5 Year | - | 17.39% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 7.88% | 18.2% |
| 3 Year | 19.06% | 17.78% |
| 5 Year | - | 18.81% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 19.53% | 14.47% |
| Sharp | 0.68% | 0.73% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.85% | -1.03% |
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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 | -0.1 | 0.79 |
| Large Cap | 88.6 | 71.39 |
| Mid Cap | 11.5 | 17.44 |
| Small Cap | - | 2.87 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.1 | 0.27 |
| Industrials | 14.81 | 8.24 |
| Healthcare | 5.56 | 5.57 |
| Consumer Defensive | 10.68 | 6.77 |
| Financial Services | 23.99 | 29.41 |
| Basic Materials | 9.76 | 7.08 |
| Utilities | 12.27 | 3.34 |
| Technology | 2.42 | 10.23 |
| Energy | 2.13 | 7.37 |
| Real Estate | 3.59 | 1.1 |
| Consumer Cyclical | 12.24 | 9.76 |
| Communication Services | 2.67 | 3.37 |
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