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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) | ₹10345 Cr | ₹2631 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 | 3.62% | 3.83% |
| 6 Month | 6.43% | 10.77% |
| 1 Year | 7.06% | 5.21% |
| 3 Year | 13.3% | 22.48% |
| 5 Year | 17.88% | 27.09% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 0.09% | -0.51% |
| 1 Year | 7.17% | 8.05% |
| 3 Year | 10.4% | 16.33% |
| 5 Year | 11.58% | 18.73% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 13.83% | 25.79% |
| 3 Year | 12.55% | 25.97% |
| 5 Year | 12.16% | 28.31% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 11.69% | 15.75% |
| Sharp | 0.57% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.53% | -0.93% |
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 | 3.07 | 2.27 |
| Large Cap | 95.53 | 9.07 |
| Mid Cap | 1.4 | 87.22 |
| Small Cap | - | 1.44 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.05 | -0.04 |
| Energy | 10.37 | 2.39 |
| Technology | 9.91 | 10.39 |
| Industrials | 7.09 | 18.4 |
| Basic Materials | 6.32 | 9.56 |
| Healthcare | 4.3 | 8.69 |
| Consumer Defensive | 6.79 | 4.54 |
| Financial Services | 36.49 | 23.88 |
| Consumer Cyclical | 11.68 | 13.4 |
| Communication Services | 4.54 | 2.75 |
| Utilities | 2.56 | 3.18 |
| Real Estate | - | 2.85 |
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