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SBI NIFTY Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
SBI NIFTY Index Fund - Regular Plan - Growth
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Fund | SBI NIFTY 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) | ₹8752 Cr | ₹796 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 Smallcap 250 TRI |
| Turn Over | 11% | 60% |
| Expense Ratio | 0.46 | 1.04 |
| Manager | Pradeep Kesavan | Swapnil P Mayekar |
| ISIN Code | INF200K01537 | INF247L01924 |
| 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 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 Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -2.46% | -6.14% |
| 6 Month | -9.58% | -22.24% |
| 1 Year | 1.45% | -2.55% |
| 3 Year | 11.3% | 15.35% |
| 5 Year | 17.07% | 25.51% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | -6.53% | -16% |
| 1 Year | -10.62% | -29.11% |
| 3 Year | 8.87% | 12.91% |
| 5 Year | 12.39% | 19.86% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 14.48% | 32.79% |
| 3 Year | 12.43% | 26.54% |
| 5 Year | 12.02% | 29.13% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 13.127% | 19.328% |
| Sharp | 0.336% | 0.577% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan |
Market Cap
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.93531 | 0.40485 |
| Large Cap | 97.79206 | - |
| Mid Cap | 1.27261 | 8.316 |
| Small Cap | - | 91.54759 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 0.07238 | 0.66092 |
| Energy | 10.96313 | 1.56529 |
| Technology | 13.96154 | 7.93301 |
| Industrials | 5.73409 | 21.15635 |
| Basic Materials | 5.84076 | 14.14077 |
| Consumer Defensive | 8.00174 | 4.25352 |
| Financial Services | 34.32295 | 20.51549 |
| Healthcare | 3.90787 | 13.14544 |
| Consumer Cyclical | 10.31983 | 9.84486 |
| Communication Services | 4.12954 | 2.91929 |
| Utilities | 2.74615 | 1.9229 |
| Real Estate | - | 2.2106 |
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