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

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

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%	-

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%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	18.83%	36.03%
3 Year	44.73%	85.43%
5 Year	61.93%	127.51%

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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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

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

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