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

SBI NIFTY Index Fund - Regular Plan - Growth

Invest Now

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Invest Now

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)	₹8465 Cr	₹820 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	0.48	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

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	-1.88%	1.62%
6 Month	-0.3%	3.01%
1 Year	11.45%	26.89%
3 Year	12.44%	22.35%
5 Year	14.84%	29.24%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	3.88%	16.87%
3 Year	14.64%	31.58%
5 Year	16.4%	31.51%

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	14.56%	34.34%
3 Year	12.5%	27.36%
5 Year	11.97%	30.71%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	-0.06	-0.06
Large Cap	100.06	0.28
Small Cap	-	87.34
Mid Cap	-	12.47

Scheme Name	SBI NIFTY Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	-0.06	-0.25
Petroleum Products	8.87	1.03
IT - Software	12.93	3.63
Construction	3.93	5.44
Ferrous Metals	1.98	0.64
Consumer Durables	2.46	5.95
Diversified FMCG	6.26	-
Non - Ferrous Metals	0.92	1.54
Banks	29.43	5.04
Pharmaceuticals & Biotechnology	3.35	6.26
Cement & Cement Products	2.08	1.11
Automobiles	7.43	0.41
Insurance	1.38	-
Agricultural Food & other Products	0.6	1.15
Oil	0.95	-
Food Products	1.37	0.58
Aerospace & Defense	0.94	1.06
Finance	3.46	8.34
Telecom - Services	3.98	1.29
Metals & Minerals Trading	0.64	-
Healthcare Services	0.65	2.81
Consumable Fuels	0.94	-
Power	3.12	1
Transport Infrastructure	0.93	0.32
Retailing	1.46	0.94
Gas	-	1.61
Auto Components	-	5.49
IT - Services	-	1.29
Telecom - Equipment & Accessories	-	0.98
Transport Services	-	1.19
Chemicals & Petrochemicals	-	4.55
Capital Markets	-	8.05
Fertilizers & Agrochemicals	-	1.34
Paper, Forest & Jute Products	-	0.92
Textiles & Apparels	-	1.53
Electrical Equipment	-	2.72
Industrial Manufacturing	-	4.03
Leisure Services	-	2.68
Personal Products	-	0.58
Commercial Services & Supplies	-	1.68
Minerals & Mining	-	0.18
Industrial Products	-	6.12
Entertainment	-	1.08
Healthcare Equipment & Supplies	-	0.49
Agricultural, Commercial & Construction Vehicles	-	0.81
Cigarettes & Tobacco Products	-	0.32
Household Products	-	0.51
Diversified	-	0.74
Realty	-	2.06
Beverages	-	0.79