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

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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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)	₹1759 Cr	₹356 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

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month	3.04%	3.01%
6 Month	15.28%	15.09%
1 Year	-9.49%	-9.63%
3 Year	15.03%	14.86%
5 Year	-	19.51%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month	3.52%	3.46%
1 Year	7.83%	7.6%
3 Year	17.25%	17.02%
5 Year	-	16.11%

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%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation	17.96%	17.93%
Sharp	0.48%	0.47%
Beta	1.00%	1.00%
Alpha	-0.84%	-0.97%

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

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	2.44	2.69
Large Cap	87.89	87.65
Mid Cap	9.67	9.65

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	0.11	0.38
Industrials	14.57	14.47
Consumer Cyclical	11	11.86
Healthcare	6.34	6.13
Consumer Defensive	13.89	14.21
Financial Services	20.28	19.56
Energy	5.1	4.87
Basic Materials	10	10.07
Utilities	10.69	10.49
Technology	2.04	2.09
Real Estate	3.65	3.55
Communication Services	2.33	2.32