Motilal Oswal Nifty Next 50 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1803 Cr | ₹360 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 19 May 2021 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 52.85% | 50% |
Expense Ratio | 0.76 | 1.03 |
Manager | Raviprakash Sharma | Swapnil P Mayekar |
ISIN Code | INF200KA1V76 | INF247L01AD9 |
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 Next 50 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 Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | -2.57% | -2.6% |
6 Month | 6.4% | 6.25% |
1 Year | -10.26% | -10.37% |
3 Year | 17.69% | 17.54% |
5 Year | - | 19.49% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 4.61% | 4.54% |
1 Year | 0.03% | -0.13% |
3 Year | 17.76% | 17.54% |
5 Year | - | 16.86% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 6.68% | 17.4% |
3 Year | 19.52% | 18.29% |
5 Year | - | 20.53% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 18.98% | 18.95% |
Sharp | 0.87% | 0.86% |
Beta | 1.00% | 1.00% |
Alpha | -0.85% | -0.97% |
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Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 2.57 | 2.66 |
Large Cap | 87.77 | 87.69 |
Mid Cap | 9.66 | 9.65 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.15 | 0.24 |
Industrials | 14.8 | 14.78 |
Consumer Cyclical | 10.74 | 10.73 |
Healthcare | 6.15 | 6.15 |
Consumer Defensive | 13.11 | 13.09 |
Financial Services | 20.9 | 20.88 |
Energy | 5 | 4.99 |
Basic Materials | 10.03 | 10.02 |
Utilities | 10.76 | 10.75 |
Technology | 2.06 | 2.06 |
Real Estate | 3.87 | 3.87 |
Communication Services | 2.42 | 2.42 |
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