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) | ₹8465 Cr | ₹1894 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 Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 11% | 50% |
Expense Ratio | 0.48 | 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 | -1.4% | -7.01% |
6 Month | -5.13% | -11.16% |
1 Year | 6.64% | 4.25% |
3 Year | 10.64% | 18.57% |
5 Year | 14.27% | 22.61% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | 0.81% | -2.73% |
3 Year | 12.83% | 22.44% |
5 Year | 15.02% | 24.8% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 14.48% | 29.32% |
3 Year | 12.43% | 26.61% |
5 Year | 12.02% | 27.4% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 12.48% | 14.7% |
Sharp | 0.67% | 1.26% |
Beta | 0.99% | 1.03% |
Alpha | -1.93% | -1.23% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | -0.06 | -0.02 |
Large Cap | 100.06 | 6.16 |
Mid Cap | - | 87.51 |
Small Cap | - | 6.4 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | -0.06 | -0.02 |
Petroleum Products | 8.87 | 1.23 |
IT - Software | 12.93 | 7.08 |
Construction | 3.93 | 1.03 |
Ferrous Metals | 1.98 | 1.59 |
Consumer Durables | 2.46 | 4.55 |
Diversified FMCG | 6.26 | - |
Non - Ferrous Metals | 0.92 | 0.39 |
Banks | 29.43 | 6.34 |
Pharmaceuticals & Biotechnology | 3.35 | 7.13 |
Cement & Cement Products | 2.08 | 1.38 |
Automobiles | 7.43 | - |
Insurance | 1.38 | 1.68 |
Agricultural Food & other Products | 0.6 | 1.7 |
Oil | 0.95 | 0.69 |
Food Products | 1.37 | - |
Aerospace & Defense | 0.94 | 0.3 |
Finance | 3.46 | 5.53 |
Telecom - Services | 3.98 | 2.74 |
Metals & Minerals Trading | 0.64 | - |
Healthcare Services | 0.65 | 4.26 |
Consumable Fuels | 0.94 | - |
Power | 3.12 | 1.29 |
Transport Infrastructure | 0.93 | 1.07 |
Retailing | 1.46 | 0.98 |
Industrial Products | - | 7.19 |
IT - Services | - | 0.78 |
Electrical Equipment | - | 4.42 |
Agricultural, Commercial & Construction Vehicles | - | 1.24 |
Leisure Services | - | 3.06 |
Auto Components | - | 7.41 |
Chemicals & Petrochemicals | - | 3.5 |
Realty | - | 3.74 |
Transport Services | - | 1.15 |
Capital Markets | - | 3.72 |
Fertilizers & Agrochemicals | - | 2.65 |
Personal Products | - | 1.8 |
Gas | - | 1.44 |
Diversified | - | 0.47 |
Industrial Manufacturing | - | 1.05 |
Financial Technology (Fintech) | - | 3.05 |
Entertainment | - | 0.17 |
Minerals & Mining | - | 0.67 |
Beverages | - | 0.45 |
Textiles & Apparels | - | 1.15 |
Top Comparisons
Mirae Asset Money Market Fund Regular Growth
3Y Returns6.36%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns6.25%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns19.26%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns8.52%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.58%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.17%
HDFC Low Duration Fund - Growth
3Y Returns6.29%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.29%