SBI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

Link copied to clipboard!

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Invest Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1448 Cr	₹1982 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	19 May 2021	10 Sep 2019
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	NIFTY Midcap 150 Total Return Index
Turn Over	52.85%	50%
Expense Ratio	0.76	1
Manager	Raviprakash Sharma	Swapnil P Mayekar
ISIN Code	INF200KA1V76	INF247L01908
Exits Load	SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 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

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month	-4.57%	-6.31%
6 Month	-18.55%	-13.78%
1 Year	3.44%	3.74%
3 Year	14.5%	19.73%
5 Year	-	22.43%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month	-	-
1 Year	-18.4%	-12.14%
3 Year	15.03%	18.55%
5 Year	-	22.84%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year	10.03%	29.32%
3 Year	20.36%	26.61%
5 Year	-	27.4%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation	18.747%	16.194%
Sharp	0.524%	0.828%
Beta	-	-
Alpha	-	-

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

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Name	Raviprakash Sharma	Swapnil P Mayekar
Total AUM	₹8390 Cr	₹9006 Cr
Fund Manage	5	9
	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Others	1.63	-0.02
Large Cap	88.54	6.16
Mid Cap	9.83	87.51
Small Cap	-	6.4

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Others	-0.34	-0.02
Capital Goods	18.57	-
Healthcare	2.48	-
Consumer Staples	9.94	-
Financial	19.36	-
Materials	4.14	-
Insurance	3.44	1.68
Energy	11.32	-
Services	14.17	-
Metals & Mining	4.87	-
Construction	2.61	1.03
Chemicals	2.25	-
Automobile	5.59	-
Diversified	1.6	0.47
Power	-	1.29
Industrial Products	-	7.19
Finance	-	5.53
Banks	-	6.34
Cement & Cement Products	-	1.38
IT - Services	-	0.78
Healthcare Services	-	4.26
Pharmaceuticals & Biotechnology	-	7.13
Electrical Equipment	-	4.42
Agricultural, Commercial & Construction Vehicles	-	1.24
IT - Software	-	7.08
Leisure Services	-	3.06
Auto Components	-	7.41
Chemicals & Petrochemicals	-	3.5
Realty	-	3.74
Petroleum Products	-	1.23
Transport Services	-	1.15
Ferrous Metals	-	1.59
Capital Markets	-	3.72
Telecom - Services	-	2.74
Fertilizers & Agrochemicals	-	2.65
Aerospace & Defense	-	0.3
Personal Products	-	1.8
Agricultural Food & other Products	-	1.7
Gas	-	1.44
Consumer Durables	-	4.55
Industrial Manufacturing	-	1.05
Non - Ferrous Metals	-	0.39
Oil	-	0.69
Retailing	-	0.98
Financial Technology (Fintech)	-	3.05
Entertainment	-	0.17
Minerals & Mining	-	0.67
Beverages	-	0.45
Textiles & Apparels	-	1.15
Transport Infrastructure	-	1.07