SBI NIFTY Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹10048 Cr | ₹356 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 11 Jan 2002 | 23 Dec 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
Turn Over | 11% | 50% |
Expense Ratio | 0.46 | 1.03 |
Manager | Pradeep Kesavan | Swapnil P Mayekar |
ISIN Code | INF200K01537 | INF247L01AD9 |
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 Next 50 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 Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 2.83% | 3.95% |
6 Month | 13.21% | 16.44% |
1 Year | 0.4% | -8.14% |
3 Year | 13.73% | 15.85% |
5 Year | 17.79% | 19.68% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 3.13% | 3.46% |
1 Year | 10.66% | 7.6% |
3 Year | 12.59% | 17.02% |
5 Year | 12.94% | 16.11% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 13.95% | 17.4% |
3 Year | 12.52% | 18.29% |
5 Year | 12.13% | 20.53% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 12.12% | 17.93% |
Sharp | 0.45% | 0.47% |
Beta | 1.00% | 1.00% |
Alpha | -0.54% | -0.97% |
Fund Managers
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 2.97 | 2.69 |
Large Cap | 95.89 | 87.65 |
Mid Cap | 1.13 | 9.65 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 0.14 | 0.38 |
Energy | 10.41 | 4.87 |
Technology | 10.5 | 2.09 |
Industrials | 5.88 | 14.47 |
Basic Materials | 6.29 | 10.07 |
Consumer Defensive | 6.94 | 14.21 |
Financial Services | 36.77 | 19.56 |
Healthcare | 3.74 | 6.13 |
Consumer Cyclical | 12.16 | 11.86 |
Communication Services | 4.64 | 2.32 |
Utilities | 2.53 | 10.49 |
Real Estate | - | 3.55 |
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