Motilal Oswal Nifty 500 Index Fund vs SBI Nifty Next 50 Index Fund compare

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SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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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 Risk	Very High Risk
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	-4.57%	-3.4%
6 Month	-18.55%	-11.54%
1 Year	3.44%	2.59%
3 Year	14.5%	12.25%
5 Year	-	15.61%

SIP Return Analysis

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	-	-
1 Year	-18.4%	-10.16%
3 Year	15.03%	12.05%
5 Year	-	15.63%

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
Fund Manage	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	1.63	0.01
Large Cap	88.54	69.72
Mid Cap	9.83	19.3
Small Cap	-	10.95

Sector Allocation

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	-0.34	0.01
Capital Goods	18.57	-
Healthcare	2.48	-
Consumer Staples	9.94	-
Financial	19.36	-
Materials	4.14	-
Insurance	3.44	1.54
Energy	11.32	-
Services	14.17	-
Metals & Mining	4.87	-
Construction	2.61	2.99
Chemicals	2.25	-
Automobile	5.59	-
Diversified	1.6	0.14
Petroleum Products	-	5.35
Power	-	3.21
Gas	-	0.82
Electrical Equipment	-	1.83
Industrial Products	-	1.99
Finance	-	5.61
Banks	-	19.52
IT - Software	-	10.07
Food Products	-	0.8
Auto Components	-	2.18
Cement & Cement Products	-	2.01
IT - Services	-	0.28
Pharmaceuticals & Biotechnology	-	4.99
Telecom - Equipment & Accessories	-	0.07
Personal Products	-	0.77
Transport Services	-	0.8
Ferrous Metals	-	1.6
Chemicals & Petrochemicals	-	1.43
Consumer Durables	-	3.07
Capital Markets	-	1.82
Fertilizers & Agrochemicals	-	0.65
Healthcare Services	-	1.55
Diversified FMCG	-	3.56
Agricultural Food & other Products	-	0.75
Non - Ferrous Metals	-	0.68
Agricultural, Commercial & Construction Vehicles	-	0.3
Leisure Services	-	1.01
Paper, Forest & Jute Products	-	0.07
Textiles & Apparels	-	0.33
Automobiles	-	4.56
Aerospace & Defense	-	1.13
Industrial Manufacturing	-	0.55
Realty	-	1.44
Telecom - Services	-	2.93
IT - Hardware	-	0.02
Commercial Services & Supplies	-	0.19
Minerals & Mining	-	0.13
Entertainment	-	0.19
Retailing	-	2.85
Beverages	-	0.91
Diversified Metals	-	0.41
Healthcare Equipment & Supplies	-	0.05
Oil	-	0.63
Cigarettes & Tobacco Products	-	0.04
Household Products	-	0.05
Financial Technology (Fintech)	-	0.57
Metals & Minerals Trading	-	0.34
Transport Infrastructure	-	0.72
Consumable Fuels	-	0.47