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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 50 Index Fund - Regular plan - Growth
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹525 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 May 2021 03 Dec 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 52.85% 10%
Expense Ratio 0.78 0.56
Manager Raviprakash Sharma Swapnil P Mayekar
ISIN Code INF200KA1V76 INF247L01AF4
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Month -10.12% -5.97%
6 Month -0.59% 4.41%
1 Year 42.48% 19.21%
3 Year 15.12% 10.14%
5 Year - -

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
6 Month - -
1 Year 24.16% 12.91%
3 Year 27.71% 16.24%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
1 Year 8.08% 20.48%
3 Year 22.01% 15.97%
5 Year - -

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Standard Deviation 16.74% 12.47%
Sharp 0.93% 0.67%
Beta 1.15% 0.99%
Alpha 3.54% -2%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Name Raviprakash Sharma Swapnil P Mayekar
Total AUM ₹8390 Cr ₹9006 Cr
Fund Manage 5 9
SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others 1.63 0.89
Large Cap 88.54 98.51
Mid Cap 9.83 0.59

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Others -0.34 -0.01
Capital Goods 18.57 -
Healthcare 2.48 4.24
Consumer Staples 9.94 8.05
Financial 19.36 33.03
Materials 4.14 4.39
Insurance 3.44 1.27
Energy 11.32 14.77
Services 14.17 1.78
Metals & Mining 4.87 3.15
Construction 2.61 4.27
Chemicals 2.25 -
Automobile 5.59 7.78
Diversified 1.6 -
Technology - 12.32
Consumer Discretionary - 1.5
Communication - 3.45

Top Comparisons

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns9.09%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.31%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns23.56%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns7.64%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns9.23%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns6.17%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns5.21%

Compare Now
Request call back
Add to Cart Successfully