Motilal Oswal Nifty Smallcap 250 Index 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 Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan
Fund SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1071 Cr ₹735 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 May 2021 05 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY SMALLCAP 250 TRI
Turn Over 52.85% 60%
Expense Ratio 0.78 1.04
Manager Raviprakash Sharma Swapnil P Mayekar
ISIN Code INF200KA1V76 INF247L01924
Exits Load Exit load of 0.25% if redeemed within 30 days., 0.5% for redemption within 30 days/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month 2.35% 3.04%
6 Month 28.55% 21.77%
1 Year 69.04% 55.53%
3 Year 22.87% 27.16%
5 Year - -

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 32.85% 21.34%
3 Year 56.81% 55.87%
5 Year 58.19% 116.92%

Rolling Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 21.85% 36.03%
3 Year 62.32% 85.43%
5 Year 62.49% 127.51%

Risk Management

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 16.74% 17.99%
Sharp 0.93% 1.01%
Beta 1.15% 1.01%
Alpha 3.54% -1.31%

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Fund Managers

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 1.63 -0.06
Large Cap 88.54 0.28
Mid Cap 9.83 12.47
Small Cap - 87.34

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others -0.34 -0.25
Capital Goods 18.57 -
Healthcare 2.48 -
Consumer Staples 9.94 -
Financial 19.36 -
Materials 4.14 -
Insurance 3.44 -
Energy 11.32 -
Services 14.17 -
Metals & Mining 4.87 -
Construction 2.61 5.44
Chemicals 2.25 -
Automobile 5.59 -
Diversified 1.6 0.74
Agricultural Food & other Products - 1.15
Gas - 1.61
Food Products - 0.58
Auto Components - 5.49
IT - Services - 1.29
Cement & Cement Products - 1.11
Telecom - Equipment & Accessories - 0.98
Transport Services - 1.19
Chemicals & Petrochemicals - 4.55
Capital Markets - 8.05
Fertilizers & Agrochemicals - 1.34
Finance - 8.34
Banks - 5.04
Pharmaceuticals & Biotechnology - 6.26
Healthcare Services - 2.81
Consumer Durables - 5.95
Paper, Forest & Jute Products - 0.92
Textiles & Apparels - 1.53
Electrical Equipment - 2.72
Industrial Manufacturing - 4.03
Leisure Services - 2.68
Ferrous Metals - 0.64
IT - Software - 3.63
Telecom - Services - 1.29
Aerospace & Defense - 1.06
Personal Products - 0.58
Petroleum Products - 1.03
Commercial Services & Supplies - 1.68
Minerals & Mining - 0.18
Non - Ferrous Metals - 1.54
Industrial Products - 6.12
Entertainment - 1.08
Healthcare Equipment & Supplies - 0.49
Agricultural, Commercial & Construction Vehicles - 0.81
Cigarettes & Tobacco Products - 0.32
Automobiles - 0.41
Household Products - 0.51
Power - 1
Transport Infrastructure - 0.32
Retailing - 0.94
Realty - 2.06
Beverages - 0.79

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