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SBI NIFTY Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Fund | SBI NIFTY 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) | ₹10009 Cr | ₹2472 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 Jan 2002 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 Total Return Index |
| Turn Over | 11% | 50% |
| Expense Ratio | 0.46 | 1 |
| Manager | Pradeep Kesavan | Swapnil P Mayekar |
| ISIN Code | INF200K01537 | INF247L01908 |
| Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 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 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 0.23% | -1.78% |
| 6 Month | 9.56% | 15% |
| 1 Year | 2.39% | 0.2% |
| 3 Year | 12.72% | 21.93% |
| 5 Year | 17.69% | 26.95% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 2.4% | 3.71% |
| 1 Year | 5.47% | 4.76% |
| 3 Year | 11.7% | 18.86% |
| 5 Year | 12.66% | 20.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 13.95% | 26.41% |
| 3 Year | 12.52% | 26.23% |
| 5 Year | 12.13% | 29.46% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 12.14% | 15.77% |
| Sharp | 0.59% | 1.02% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.54% | -0.99% |
Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Name | Pradeep Kesavan | Swapnil P Mayekar |
| Total AUM | ₹434274 Cr | ₹9006 Cr |
| Funds Managed | 43 | 9 |
| SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 3.17 | 1.62 |
| Large Cap | 95.69 | 4.94 |
| Mid Cap | 1.14 | 90.43 |
| Small Cap | - | 3.01 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.3 | -0.02 |
| Energy | 10.52 | 2.48 |
| Technology | 10.42 | 9.89 |
| Industrials | 5.91 | 19.28 |
| Basic Materials | 6.11 | 11.18 |
| Consumer Defensive | 6.73 | 3.45 |
| Financial Services | 37.74 | 22.21 |
| Healthcare | 3.77 | 12.16 |
| Consumer Cyclical | 11.28 | 10.16 |
| Communication Services | 4.63 | 3.01 |
| Utilities | 2.58 | 3.22 |
| Real Estate | - | 2.98 |
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