SBI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Fund | SBI Nifty Next 50 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) | ₹1803 Cr | ₹978 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 19 May 2021 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 52.85% | 60% |
Expense Ratio | 0.76 | 1.04 |
Manager | Raviprakash Sharma | Swapnil P Mayekar |
ISIN Code | INF200KA1V76 | INF247L01924 |
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 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 Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | -3.84% | -5.02% |
6 Month | 5.01% | 6.3% |
1 Year | -10.85% | -5.85% |
3 Year | 16.65% | 22.93% |
5 Year | - | 30.28% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | 3.64% | 7.61% |
1 Year | -2.82% | 2.52% |
3 Year | 15.99% | 18.87% |
5 Year | - | 20.72% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 6.68% | 28.8% |
3 Year | 19.52% | 26.16% |
5 Year | - | 30.93% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 18.98% | 19.38% |
Sharp | 0.87% | 1.10% |
Beta | 1.00% | 1.00% |
Alpha | -0.85% | -1.23% |
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Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
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 Smallcap 250 Index - Regular Plan |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 2.57 | 0.67 |
Large Cap | 87.77 | 0.2 |
Mid Cap | 9.66 | 1.98 |
Small Cap | - | 97.15 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | 0.15 | -0.04 |
Industrials | 14.8 | 22.51 |
Consumer Cyclical | 10.74 | 9.42 |
Healthcare | 6.15 | 13.02 |
Consumer Defensive | 13.11 | 4.31 |
Financial Services | 20.9 | 20.68 |
Energy | 5 | 1.34 |
Basic Materials | 10.03 | 12.19 |
Utilities | 10.76 | 3.02 |
Technology | 2.06 | 8.48 |
Real Estate | 3.87 | 2.15 |
Communication Services | 2.42 | 2.93 |
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