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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) | ₹9839 Cr | ₹2312 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 | 3.59% | 3% |
| 6 Month | 6.6% | 2.43% |
| 1 Year | 5.49% | 3.23% |
| 3 Year | 17.86% | 28.92% |
| 5 Year | 19.84% | 30.11% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 9.5% | 12.95% |
| 1 Year | 14.22% | 14.02% |
| 3 Year | 16.04% | 24.52% |
| 5 Year | 15.54% | 24.31% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 14.11% | 27.45% |
| 3 Year | 12.37% | 26.11% |
| 5 Year | 12.09% | 27.95% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 13.14% | 17.00% |
| Sharp | 0.63% | 1.05% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.54% | -0.96% |
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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 | 0.95 | 0.25 |
| Large Cap | 97.95 | 4.97 |
| Mid Cap | 1.1 | 91.79 |
| Small Cap | - | 2.99 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.15 | 0.25 |
| Energy | 10.8 | 2.54 |
| Technology | 11.24 | 9.64 |
| Industrials | 6.02 | 19.75 |
| Basic Materials | 5.79 | 11.14 |
| Consumer Defensive | 6.74 | 3.55 |
| Financial Services | 37.54 | 22.31 |
| Healthcare | 3.65 | 11.09 |
| Consumer Cyclical | 11.04 | 10.12 |
| Communication Services | 4.44 | 3.14 |
| Utilities | 2.58 | 3.39 |
| Real Estate | - | 3.09 |
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