Motilal Oswal Nifty Midcap 150 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1768 Cr | ₹2472 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 Midcap 150 Total Return Index |
Turn Over | 52.85% | 50% |
Expense Ratio | 0.76 | 1 |
Manager | Raviprakash Sharma | Swapnil P Mayekar |
ISIN Code | INF200KA1V76 | INF247L01908 |
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 Midcap 150 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 Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | -1.84% | -3.47% |
6 Month | 14.29% | 16.79% |
1 Year | -12.54% | -4.88% |
3 Year | 14.42% | 20.8% |
5 Year | - | 25.08% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | -0.24% | 0.39% |
1 Year | -1.85% | 2.54% |
3 Year | 15.09% | 17.65% |
5 Year | - | 20.05% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 6.68% | 26.41% |
3 Year | 19.52% | 26.23% |
5 Year | - | 29.46% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 18.15% | 15.77% |
Sharp | 0.64% | 1.02% |
Beta | 1.00% | 1.00% |
Alpha | -0.85% | -0.99% |
Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 2.44 | 1.62 |
Large Cap | 87.89 | 4.94 |
Mid Cap | 9.67 | 90.43 |
Small Cap | - | 3.01 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.11 | -0.02 |
Industrials | 14.57 | 19.28 |
Consumer Cyclical | 11 | 10.16 |
Healthcare | 6.34 | 12.16 |
Consumer Defensive | 13.89 | 3.45 |
Financial Services | 20.28 | 22.21 |
Energy | 5.1 | 2.48 |
Basic Materials | 10 | 11.18 |
Utilities | 10.69 | 3.22 |
Technology | 2.04 | 9.89 |
Real Estate | 3.65 | 2.98 |
Communication Services | 2.33 | 3.01 |
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