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SBI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index 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 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 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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