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

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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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

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	-3.35%	-5.54%
6 Month	4.37%	4.1%
1 Year	-5.76%	-1.08%
3 Year	16.48%	22.76%
5 Year	-	29.08%

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%

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%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	18.15%	19.30%
Sharp	0.64%	0.89%
Beta	1.00%	1.00%
Alpha	-0.85%	-1.23%

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

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

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