Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan

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 Midcap 150 Index Fund - Regular Plan
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1448 Cr ₹1982 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 Midcap 150 Total Return Index
Turn Over 52.85% 50%
Expense Ratio 0.76 1
Manager Raviprakash Sharma Swapnil P Mayekar
ISIN Code INF200KA1V76 INF247L01908
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 Midcap 150 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 Midcap 150 Index Fund - Regular Plan
1 Month -4.57% -6.31%
6 Month -18.55% -13.78%
1 Year 3.44% 3.74%
3 Year 14.5% 19.73%
5 Year - 22.43%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year -18.4% -12.14%
3 Year 15.03% 18.55%
5 Year - 22.84%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 10.03% 29.32%
3 Year 20.36% 26.61%
5 Year - 27.4%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 18.747% 16.194%
Sharp 0.524% 0.828%
Beta - -
Alpha - -

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 Midcap 150 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 Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 1.63 -0.02
Large Cap 88.54 6.16
Mid Cap 9.83 87.51
Small Cap - 6.4

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others -0.34 -0.02
Capital Goods 18.57 -
Healthcare 2.48 -
Consumer Staples 9.94 -
Financial 19.36 -
Materials 4.14 -
Insurance 3.44 1.68
Energy 11.32 -
Services 14.17 -
Metals & Mining 4.87 -
Construction 2.61 1.03
Chemicals 2.25 -
Automobile 5.59 -
Diversified 1.6 0.47
Power - 1.29
Industrial Products - 7.19
Finance - 5.53
Banks - 6.34
Cement & Cement Products - 1.38
IT - Services - 0.78
Healthcare Services - 4.26
Pharmaceuticals & Biotechnology - 7.13
Electrical Equipment - 4.42
Agricultural, Commercial & Construction Vehicles - 1.24
IT - Software - 7.08
Leisure Services - 3.06
Auto Components - 7.41
Chemicals & Petrochemicals - 3.5
Realty - 3.74
Petroleum Products - 1.23
Transport Services - 1.15
Ferrous Metals - 1.59
Capital Markets - 3.72
Telecom - Services - 2.74
Fertilizers & Agrochemicals - 2.65
Aerospace & Defense - 0.3
Personal Products - 1.8
Agricultural Food & other Products - 1.7
Gas - 1.44
Consumer Durables - 4.55
Industrial Manufacturing - 1.05
Non - Ferrous Metals - 0.39
Oil - 0.69
Retailing - 0.98
Financial Technology (Fintech) - 3.05
Entertainment - 0.17
Minerals & Mining - 0.67
Beverages - 0.45
Textiles & Apparels - 1.15
Transport Infrastructure - 1.07

Top Comparisons

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns13.18%

VS

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns12.71%

Compare Now

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns19.72%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns14.26%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.82%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.88%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns15.83%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully