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Motilal Oswal Nifty 500 Index Fund vs SBI Nifty Next 50 Index Fund 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 500 Index Fund - 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 500 Index Fund - Regular Plan
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 500 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1448 Cr ₹2040 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 Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 500 TRI
Turn Over 52.85% 10%
Expense Ratio 0.76 0.88
Manager Raviprakash Sharma Swapnil P Mayekar
ISIN Code INF200KA1V76 INF247L01940
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 500 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 500 Index Fund - Regular Plan
1 Month 10.52% 6.94%
6 Month -18.36% -12.41%
1 Year 1.24% 3.25%
3 Year 14.57% 12.03%
5 Year - 25.35%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month -6.8% -4.09%
1 Year -17.52% -9.13%
3 Year 16.94% 13.16%
5 Year - 15.56%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year 10.03% 20.17%
3 Year 20.36% 18.05%
5 Year - 18.26%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation 18.747% 13.77%
Sharp 0.524% 0.51%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty 500 Index Fund - 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 500 Index Fund - Regular Plan

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.1 0.79
Large Cap 88.6 71.39
Mid Cap 11.5 17.44
Small Cap - 2.87

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Others -0.1 0.27
Industrials 14.81 8.24
Healthcare 5.56 5.57
Consumer Defensive 10.68 6.77
Financial Services 23.99 29.41
Basic Materials 9.76 7.08
Utilities 12.27 3.34
Technology 2.42 10.23
Energy 2.13 7.37
Real Estate 3.59 1.1
Consumer Cyclical 12.24 9.76
Communication Services 2.67 3.37

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