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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) ₹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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