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SBI NIFTY Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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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 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) ₹8752 Cr ₹289 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 3.44% 2.84%
6 Month -0.46% -8%
1 Year 8.25% 0.36%
3 Year 13.18% 14.79%
5 Year 21.19% 21.74%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month 2.97% 0.69%
1 Year 0.91% -11.55%
3 Year 13.12% 17.93%
5 Year 14.41% 17.27%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 14.48% 22.58%
3 Year 12.43% 18.3%
5 Year 12.02% 17.02%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 13.127% 18.72%
Sharp 0.336% 0.517%
Beta - -
Alpha - -

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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 0.94 0.29
Large Cap 97.79 88.01
Mid Cap 1.27 11.69

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.07 0.29
Energy 10.96 2.07
Technology 13.96 2.1
Industrials 5.73 14.25
Basic Materials 5.84 10.14
Consumer Defensive 8 10.41
Financial Services 34.32 23.82
Healthcare 3.91 5.81
Consumer Cyclical 10.32 12.86
Communication Services 4.13 2.66
Utilities 2.75 12.06
Real Estate - 3.52

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