Motilal Oswal Nifty 500 Index Fund vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
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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