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

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SBI NIFTY Index Fund - Regular Plan - Growth

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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)	₹11633 Cr	₹396 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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Month	-0.4%	-2.65%
6 Month	4.51%	1.66%
1 Year	7.48%	-4.76%
3 Year	12.88%	16.06%
5 Year	14.1%	15.8%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month	3.57%	0.14%
1 Year	16.22%	10.34%
3 Year	12.97%	14.33%
5 Year	12.83%	14.36%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year	13.66%	13.87%
3 Year	12.64%	17.84%
5 Year	12.21%	19.75%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation	11.56%	17.83%
Sharp	0.52%	0.57%
Beta	1.00%	1.00%
Alpha	-0.53%	-0.98%

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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	3.35	6.02
Large Cap	95.31	81.39
Mid Cap	1.34	12.59

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Others	0.04	0.06
Energy	10.88	5.63
Technology	10.23	2.45
Industrials	7.25	10.62
Basic Materials	6.17	12.85
Healthcare	4.32	6.26
Consumer Defensive	6.49	12.21
Financial Services	36.82	20.2
Consumer Cyclical	10.7	11.44
Communication Services	4.79	2.24
Utilities	2.32	12.63
Real Estate	-	3.41