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Motilal Oswal Nifty Smallcap 250 Index vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1448 Cr | ₹796 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 Smallcap 250 TRI |
| Turn Over | 52.85% | 60% |
| Expense Ratio | 0.76 | 1.04 |
| Manager | Raviprakash Sharma | Swapnil P Mayekar |
| ISIN Code | INF200KA1V76 | INF247L01924 |
| 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 Smallcap 250 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 Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | 2.26% | 1.58% |
| 6 Month | -8.19% | -12.32% |
| 1 Year | -0.7% | -3.5% |
| 3 Year | 14.7% | 16.76% |
| 5 Year | - | 32.44% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 0.73% | -1.85% |
| 1 Year | -11.46% | -13.19% |
| 3 Year | 18.13% | 18.43% |
| 5 Year | - | 21.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 10.03% | 32.79% |
| 3 Year | 20.36% | 26.54% |
| 5 Year | - | 29.13% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 18.747% | 19.328% |
| Sharp | 0.524% | 0.577% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | -0.1 | 0.4 |
| Large Cap | 88.6 | - |
| Mid Cap | 11.5 | 8.32 |
| Small Cap | - | 91.55 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | -0.1 | 0.66 |
| Industrials | 14.81 | 21.16 |
| Healthcare | 5.56 | 13.15 |
| Consumer Defensive | 10.68 | 4.25 |
| Financial Services | 23.99 | 20.52 |
| Basic Materials | 9.76 | 14.14 |
| Utilities | 12.27 | 1.92 |
| Technology | 2.42 | 7.93 |
| Energy | 2.13 | 1.57 |
| Real Estate | 3.59 | 2.21 |
| Consumer Cyclical | 12.24 | 9.84 |
| Communication Services | 2.67 | 2.92 |
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