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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) ₹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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