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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) | ₹1759 Cr | ₹965 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 | 2.7% | 2.92% |
| 6 Month | 12.77% | 18.23% |
| 1 Year | -6.16% | -4.53% |
| 3 Year | 16.24% | 22.38% |
| 5 Year | - | 26.76% |
SIP Return Analysis
| Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 4.34% | 4.42% |
| 1 Year | 10.59% | 11.48% |
| 3 Year | 18.56% | 19.84% |
| 5 Year | - | 21.13% |
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 | 17.96% | 19.45% |
| Sharp | 0.48% | 0.73% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.84% | -1.16% |
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 | 2.63 | 0.78 |
| Large Cap | 87.7 | 0.21 |
| Mid Cap | 9.67 | 2 |
| Small Cap | - | 97.01 |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.31 | 0.15 |
| Industrials | 14.48 | 22.73 |
| Consumer Cyclical | 11.88 | 9.95 |
| Healthcare | 6.14 | 13.98 |
| Consumer Defensive | 14.22 | 4.71 |
| Financial Services | 19.57 | 19.78 |
| Energy | 4.87 | 1.3 |
| Basic Materials | 10.08 | 12.09 |
| Utilities | 10.49 | 2.67 |
| Technology | 2.09 | 7.93 |
| Real Estate | 3.55 | 1.84 |
| Communication Services | 2.32 | 2.9 |
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