Motilal Oswal Nifty Smallcap 250 Index vs SBI Nifty Next 50 Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
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) | ₹1448 Cr | ₹796 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 Smallcap 250 TRI |
Turn Over | 52.85% | 60% |
Expense Ratio | 0.76 | 1.04 |
Manager | Raviprakash Sharma | Swapnil P Mayekar |
ISIN Code | INF200KA1V76 | INF247L01924 |
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 Smallcap 250 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 Smallcap 250 Index - Regular Plan |
---|---|---|
1 Month | -2.5% | -6.14% |
6 Month | -20.34% | -22.24% |
1 Year | -1.82% | -2.55% |
3 Year | 13.79% | 15.35% |
5 Year | - | 25.51% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
6 Month | -13.06% | -16% |
1 Year | -27.52% | -29.11% |
3 Year | 12.1% | 12.91% |
5 Year | - | 19.86% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
1 Year | 10.03% | 32.79% |
3 Year | 20.36% | 26.54% |
5 Year | - | 29.13% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Standard Deviation | 18.747% | 19.328% |
Sharp | 0.524% | 0.577% |
Beta | - | - |
Alpha | - | - |
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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 | -0.10214 | 0.40485 |
Large Cap | 88.60246 | - |
Mid Cap | 11.49969 | 8.316 |
Small Cap | - | 91.54759 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
---|---|---|
Others | -0.10214 | 0.66092 |
Industrials | 14.80609 | 21.15635 |
Healthcare | 5.55809 | 13.14544 |
Consumer Defensive | 10.6755 | 4.25352 |
Financial Services | 23.991 | 20.51549 |
Basic Materials | 9.757 | 14.14077 |
Utilities | 12.27102 | 1.9229 |
Technology | 2.41723 | 7.93301 |
Energy | 2.12708 | 1.56529 |
Real Estate | 3.59154 | 2.2106 |
Consumer Cyclical | 12.23777 | 9.84486 |
Communication Services | 2.66983 | 2.91929 |
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