SBI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Fund | SBI Nifty Next 50 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) | ₹1832 Cr | ₹400 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 May 2021 | 23 Dec 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 52.85% | 50% |
| Expense Ratio | 0.76 | 1.03 |
| Manager | Raviprakash Sharma | Swapnil P Mayekar |
| ISIN Code | INF200KA1V76 | INF247L01AD9 |
| Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 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 Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Month | -1.88% | -1.91% |
| 6 Month | -0.86% | -1.02% |
| 1 Year | 7.63% | 7.31% |
| 3 Year | 17.17% | 16.96% |
| 5 Year | - | 14.85% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 6 Month | -0.03% | -0.1% |
| 1 Year | 8.15% | 7.84% |
| 3 Year | 13.28% | 13.01% |
| 5 Year | - | 13.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| 1 Year | 4.27% | 13.26% |
| 3 Year | 17.9% | 17.83% |
| 5 Year | - | 19.56% |
Risk Management
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Standard Deviation | 16.74% | 16.73% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Name | Raviprakash Sharma | Swapnil P Mayekar |
| Total AUM | ₹8390 Cr | ₹9006 Cr |
| Funds Managed | 5 | 9 |
| SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Market Cap
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 5.65 | 5.58 |
| Large Cap | 81.9 | 81.96 |
| Mid Cap | 12.45 | 12.46 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | -0.01 | -0.08 |
| Industrials | 10.23 | 10.24 |
| Healthcare | 6.24 | 6.24 |
| Financial Services | 20.07 | 20.08 |
| Energy | 5.9 | 5.91 |
| Consumer Cyclical | 11.64 | 11.65 |
| Basic Materials | 13.55 | 13.56 |
| Consumer Defensive | 12.34 | 12.35 |
| Utilities | 12.18 | 12.18 |
| Technology | 2.43 | 2.43 |
| Real Estate | 3.19 | 3.2 |
| Communication Services | 2.24 | 2.24 |
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