SBI NIFTY Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

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tortoise-icon SBI NIFTY 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 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) ₹7935 Cr ₹735 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 04 Feb 2002 05 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 0.48 1.04
Manager Pradeep Kesavan Swapnil P Mayekar
ISIN Code INF200K01537 INF247L01924
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 Smallcap 250 Index - Regular Plan
1 Month 1.05% 3.04%
6 Month 14.77% 21.77%
1 Year 30.57% 55.53%
3 Year 15.18% 27.16%
5 Year 18.25% -

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 11.29% 21.34%
3 Year 27.36% 55.87%
5 Year 56% 116.92%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 14.59% 33.93%
3 Year 12.54% 27.56%
5 Year 11.97% 30.75%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 12.48% 17.99%
Sharp 0.67% 1.01%
Beta 0.99% 1.01%
Alpha -1.93% -1.31%

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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 1.08 -0.06
Large Cap 98.22 0.28
Mid Cap 0.67 12.47
Small Cap - 87.34

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Financial 33.18 -
Others -0.13 -0.25
Energy 14.49 -
Technology 12.03 -
Construction 4.36 5.44
Metals & Mining 3.23 -
Materials 4.45 -
Consumer Staples 8.01 -
Healthcare 4.19 -
Automobile 8.04 -
Insurance 1.21 -
Consumer Discretionary 1.36 -
Communication 3.59 -
Services 1.96 -
Agricultural Food & other Products - 1.15
Gas - 1.61
Food Products - 0.58
Auto Components - 5.49
IT - Services - 1.29
Cement & Cement Products - 1.11
Telecom - Equipment & Accessories - 0.98
Transport Services - 1.19
Chemicals & Petrochemicals - 4.55
Capital Markets - 8.05
Fertilizers & Agrochemicals - 1.34
Finance - 8.34
Banks - 5.04
Pharmaceuticals & Biotechnology - 6.26
Healthcare Services - 2.81
Consumer Durables - 5.95
Paper, Forest & Jute Products - 0.92
Textiles & Apparels - 1.53
Electrical Equipment - 2.72
Industrial Manufacturing - 4.03
Leisure Services - 2.68
Ferrous Metals - 0.64
IT - Software - 3.63
Telecom - Services - 1.29
Aerospace & Defense - 1.06
Personal Products - 0.58
Petroleum Products - 1.03
Commercial Services & Supplies - 1.68
Minerals & Mining - 0.18
Non - Ferrous Metals - 1.54
Industrial Products - 6.12
Entertainment - 1.08
Healthcare Equipment & Supplies - 0.49
Agricultural, Commercial & Construction Vehicles - 0.81
Cigarettes & Tobacco Products - 0.32
Automobiles - 0.41
Household Products - 0.51
Power - 1
Diversified - 0.74
Transport Infrastructure - 0.32
Retailing - 0.94
Realty - 2.06
Beverages - 0.79

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