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Motilal Oswal Nifty Next 50 Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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