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SBI NIFTY Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
SBI NIFTY Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10048 Cr | ₹965 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 Jan 2002 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 11% | 60% |
| Expense Ratio | 0.46 | 1.04 |
| Manager | Pradeep Kesavan | Swapnil P Mayekar |
| ISIN Code | INF200K01537 | INF247L01924 |
| 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 Smallcap 250 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 Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | 2.46% | 4.33% |
| 6 Month | 13.36% | 23.31% |
| 1 Year | 0.17% | -6.76% |
| 3 Year | 13.61% | 21.8% |
| 5 Year | 17.53% | 26.41% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 3.13% | 3.89% |
| 1 Year | 10.66% | 9.44% |
| 3 Year | 12.59% | 18.85% |
| 5 Year | 12.94% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 13.95% | 28.8% |
| 3 Year | 12.52% | 26.16% |
| 5 Year | 12.13% | 30.93% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 12.12% | 19.45% |
| Sharp | 0.45% | 0.73% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.54% | -1.16% |
Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 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 Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 3.17 | 0.78 |
| Large Cap | 95.69 | 0.21 |
| Mid Cap | 1.14 | 2 |
| Small Cap | - | 97.01 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.3 | 0.15 |
| Energy | 10.52 | 1.3 |
| Technology | 10.42 | 7.93 |
| Industrials | 5.91 | 22.73 |
| Basic Materials | 6.11 | 12.09 |
| Consumer Defensive | 6.73 | 4.71 |
| Financial Services | 37.74 | 19.78 |
| Healthcare | 3.77 | 13.98 |
| Consumer Cyclical | 11.28 | 9.95 |
| Communication Services | 4.63 | 2.9 |
| Utilities | 2.58 | 2.67 |
| Real Estate | - | 1.84 |
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