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) ₹8465 Cr ₹1894 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 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 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 0.19% 4.62%
6 Month 0.76% 1.58%
1 Year 10.6% 24.44%
3 Year 12.22% 22.5%
5 Year 14.58% 27.2%

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 14.33% 23.37%
3 Year 17.52% 31.61%
5 Year 18.06% 30.42%

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 -0.06 1.08
Large Cap 100.06 1.79
Mid Cap - 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

Others -0.06 -0.11
Petroleum Products 8.87 -
IT - Software 12.93 -
Construction 3.93 4.24
Ferrous Metals 1.98 -
Consumer Durables 2.46 -
Diversified FMCG 6.26 -
Non - Ferrous Metals 0.92 -
Banks 29.43 -
Pharmaceuticals & Biotechnology 3.35 -
Cement & Cement Products 2.08 -
Automobiles 7.43 -
Insurance 1.38 0.56
Agricultural Food & other Products 0.6 -
Oil 0.95 -
Food Products 1.37 -
Aerospace & Defense 0.94 -
Finance 3.46 -
Telecom - Services 3.98 -
Metals & Minerals Trading 0.64 -
Healthcare Services 0.65 -
Consumable Fuels 0.94 -
Power 3.12 -
Transport Infrastructure 0.93 -
Retailing 1.46 -
Energy - 5.85
Materials - 4.01
Services - 5.84
Financial - 13.17
Technology - 4.69
Healthcare - 7.86
Capital Goods - 12.09
Automobile - 7.41
Chemicals - 5.67
Metals & Mining - 5.95
Communication - 2.99
Consumer Discretionary - 1.35
Consumer Staples - 2.03
Diversified - 0.32
Textiles - 0.98

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