SBI NIFTY Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

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tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - 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 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7935 Cr ₹1758 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 04 Feb 2002 02 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY Midcap 150 Total Return Index
Turn Over 11% 50%
Expense Ratio 0.48 1
Manager Pradeep Kesavan Swapnil P Mayekar
ISIN Code INF200K01537 INF247L01908
Exits Load Exit load of 0.20% if redeemed within 15 days/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month -3.21% -5.63%
6 Month 10.03% 12.53%
1 Year 25.02% 36.08%
3 Year 10.77% 19.89%
5 Year 15.61% 27.12%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year 13% 19.07%
3 Year 16.3% 29.2%
5 Year 17.44% 29.28%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 14.56% 30.5%
3 Year 12.5% 26.95%
5 Year 11.97% 29.91%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 12.48% 14.7%
Sharp 0.67% 1.26%
Beta 0.99% 1.03%
Alpha -1.93% -1.23%

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Fund Managers

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Name Pradeep Kesavan Swapnil P Mayekar
Total AUM ₹434274 Cr ₹9006 Cr
Fund Manage 43 9
SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 1.08 1.08
Large Cap 98.22 1.79
Mid Cap 0.67 77.04
Small Cap - 4.99

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Financial 33.18 13.17
Others -0.13 -0.11
Energy 14.49 5.85
Technology 12.03 4.69
Construction 4.36 4.24
Metals & Mining 3.23 5.95
Materials 4.45 4.01
Consumer Staples 8.01 2.03
Healthcare 4.19 7.86
Automobile 8.04 7.41
Insurance 1.21 0.56
Consumer Discretionary 1.36 1.35
Communication 3.59 2.99
Services 1.96 5.84
Capital Goods - 12.09
Chemicals - 5.67
Diversified - 0.32
Textiles - 0.98

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