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SBI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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