SBI NIFTY Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
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) | ₹8752 Cr | ₹1982 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 11 Jan 2002 | 10 Sep 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI | NIFTY Midcap 150 Total Return Index |
Turn Over | 11% | 50% |
Expense Ratio | 0.46 | 1 |
Manager | Pradeep Kesavan | Swapnil P Mayekar |
ISIN Code | INF200K01537 | INF247L01908 |
Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 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 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | 3.27% | 3.37% |
6 Month | -2.51% | -7.53% |
1 Year | 9.7% | 9.29% |
3 Year | 12.23% | 19.8% |
5 Year | 22.48% | 31.82% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | 2.26% | -2.35% |
1 Year | 0.8% | -9.86% |
3 Year | 12.66% | 19.09% |
5 Year | 14.16% | 21.99% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 14.48% | 29.32% |
3 Year | 12.43% | 26.61% |
5 Year | 12.02% | 27.4% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 13.127% | 16.194% |
Sharp | 0.336% | 0.828% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 0.94 | 0.33 |
Large Cap | 97.79 | 5.92 |
Mid Cap | 1.27 | 87.61 |
Small Cap | - | 6.14 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.07 | 0.33 |
Energy | 10.96 | 2.43 |
Technology | 13.96 | 9.96 |
Industrials | 5.73 | 18.5 |
Basic Materials | 5.84 | 11.22 |
Consumer Defensive | 8 | 4.35 |
Financial Services | 34.32 | 20.17 |
Healthcare | 3.91 | 11.46 |
Consumer Cyclical | 10.32 | 13.23 |
Communication Services | 4.13 | 3.13 |
Utilities | 2.75 | 1.96 |
Real Estate | - | 3.28 |
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