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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) | ₹1759 Cr | ₹2427 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 | 3.98% | 3.34% |
| 6 Month | 16.63% | 15.88% |
| 1 Year | -8% | -2% |
| 3 Year | 16.02% | 15.32% |
| 5 Year | - | 19.52% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 3.52% | 3.35% |
| 1 Year | 7.83% | 10.36% |
| 3 Year | 17.25% | 14.33% |
| 5 Year | - | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 6.68% | 17.23% |
| 3 Year | 19.52% | 17.88% |
| 5 Year | - | 20.57% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 17.96% | 13.38% |
| Sharp | 0.48% | 0.53% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.84% | -1.01% |
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 | 2.63 | 2.48 |
| Large Cap | 87.7 | 68.48 |
| Mid Cap | 9.67 | 18.7 |
| Small Cap | - | 10.32 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.31 | 0.14 |
| Industrials | 14.48 | 11.09 |
| Consumer Cyclical | 11.88 | 11.57 |
| Healthcare | 6.14 | 6.56 |
| Consumer Defensive | 14.22 | 6.97 |
| Financial Services | 19.57 | 30.26 |
| Energy | 4.87 | 7.32 |
| Basic Materials | 10.08 | 8.24 |
| Utilities | 10.49 | 3.63 |
| Technology | 2.09 | 9.16 |
| Real Estate | 3.55 | 1.17 |
| Communication Services | 2.32 | 3.86 |
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