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) | ₹10167 Cr | ₹360 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 | -3.67% | -3.87% |
6 Month | 5.07% | 4.86% |
1 Year | -1.01% | -10.96% |
3 Year | 13% | 16.5% |
5 Year | 17.98% | 19.16% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 3.37% | 4.54% |
1 Year | 5.99% | -0.13% |
3 Year | 13.01% | 17.54% |
5 Year | 13.74% | 16.86% |
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 | 12.70% | 18.95% |
Sharp | 0.87% | 0.86% |
Beta | 1.00% | 1.00% |
Alpha | -0.54% | -0.97% |
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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 | 3.27 | 2.66 |
Large Cap | 95.61 | 87.69 |
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 | 0.27 | 0.24 |
Energy | 10.94 | 4.99 |
Technology | 11.18 | 2.06 |
Industrials | 5.94 | 14.78 |
Basic Materials | 5.93 | 10.02 |
Consumer Defensive | 6.48 | 13.09 |
Financial Services | 37.31 | 20.88 |
Healthcare | 3.59 | 6.15 |
Consumer Cyclical | 11.1 | 10.73 |
Communication Services | 4.72 | 2.42 |
Utilities | 2.54 | 10.75 |
Real Estate | - | 3.87 |
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