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) | ₹1825 Cr | ₹393 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 | -2.1% | -2.12% |
| 6 Month | 2.57% | 2.46% |
| 1 Year | -5.01% | -5.17% |
| 3 Year | 16.04% | 15.83% |
| 5 Year | - | 16.56% |
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 | 1.71% | 1.63% |
| 1 Year | 11.59% | 11.27% |
| 3 Year | 15.84% | 15.58% |
| 5 Year | - | 15.31% |
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 | 5.58% | 14.47% |
| 3 Year | 19.06% | 17.89% |
| 5 Year | - | 19.84% |
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 | 17.81% | 17.78% |
| Sharp | 0.65% | 0.64% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.97% |
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 | 6.19 | 6.19 |
| Large Cap | 81.31 | 81.32 |
| Mid Cap | 12.5 | 12.5 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
|---|---|---|
| Others | 0.03 | 0.02 |
| Industrials | 10.82 | 10.82 |
| Healthcare | 6.31 | 6.31 |
| Financial Services | 20.16 | 20.17 |
| Energy | 5.62 | 5.62 |
| Consumer Cyclical | 11.2 | 11.2 |
| Basic Materials | 12.69 | 12.69 |
| Consumer Defensive | 12.03 | 12.04 |
| Utilities | 13.07 | 13.07 |
| Technology | 2.26 | 2.26 |
| Real Estate | 3.52 | 3.52 |
| Communication Services | 2.3 | 2.3 |
Top Comparisons
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns18.28%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns11.53%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.66%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.12%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.14%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.46%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns23.18%
Invesco India Midcap Fund - Growth Option
3Y Returns25.95%