SBI NIFTY Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

SBI NIFTY Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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SBI NIFTY Index Fund - Regular Plan - Growth

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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹2502 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	1.82%	2.49%
6 Month	11.81%	18.67%
1 Year	1.1%	-1.67%
3 Year	12.58%	20.53%
5 Year	17.6%	26.76%

SIP Return Analysis

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month	2.43%	4%
1 Year	6.75%	7.23%
3 Year	11.52%	18.42%
5 Year	12.48%	20.25%

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	12.12%	15.80%
Sharp	0.45%	0.83%
Beta	1.00%	1.00%
Alpha	-0.54%	-0.98%

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	1.75
Large Cap	95.69	5.05
Mid Cap	1.14	90.17
Small Cap	-	3.03

Sector Allocation

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Others	0.3	0.09
Energy	10.52	2.31
Technology	10.42	10.18
Industrials	5.91	19.28
Basic Materials	6.11	11.17
Consumer Defensive	6.73	3.53
Financial Services	37.74	22.15
Healthcare	3.77	11.89
Consumer Cyclical	11.28	10.38
Communication Services	4.63	2.89
Utilities	2.58	3.17
Real Estate	-	2.97

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