- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1448 Cr | ₹2040 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 | 2.93% | 2.61% |
| 6 Month | -8.2% | -1.89% |
| 1 Year | -5.52% | 3.8% |
| 3 Year | 21.84% | 19.39% |
| 5 Year | - | 22.57% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 7.81% | 8.07% |
| 1 Year | -1.72% | 6.33% |
| 3 Year | 18.38% | 15.82% |
| 5 Year | - | 16.13% |
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 | 18.747% | 13.77% |
| Sharp | 0.524% | 0.51% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.05%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.84%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.8%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.33%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns8.39%
Invesco India GILT Fund - Growth
3Y Returns7.63%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns19.98%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns16.3%
