SBI NIFTY Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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SBI NIFTY Index Fund - Regular Plan - Growth

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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 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)	₹8752 Cr	₹796 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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	3.43%	1.58%
6 Month	0.05%	-12.32%
1 Year	8.43%	-3.5%
3 Year	13.16%	16.76%
5 Year	20.43%	32.44%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	2.97%	-1.85%
1 Year	0.91%	-13.19%
3 Year	13.12%	18.43%
5 Year	14.41%	21.75%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	14.48%	32.79%
3 Year	12.43%	26.54%
5 Year	12.02%	29.13%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	13.127%	19.328%
Sharp	0.336%	0.577%
Beta	-	-
Alpha	-	-

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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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.94	0.4
Large Cap	97.79	-
Mid Cap	1.27	8.32
Small Cap	-	91.55

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.07	0.66
Energy	10.96	1.57
Technology	13.96	7.93
Industrials	5.73	21.16
Basic Materials	5.84	14.14
Consumer Defensive	8	4.25
Financial Services	34.32	20.52
Healthcare	3.91	13.15
Consumer Cyclical	10.32	9.84
Communication Services	4.13	2.92
Utilities	2.75	1.92
Real Estate	-	2.21