SBI Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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Overview

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	SBI Nifty Next 50 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)	₹1395 Cr	₹820 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 SMALLCAP 250 TRI
Turn Over	52.85%	60%
Expense Ratio	0.78	1.04
Manager	Raviprakash Sharma	Swapnil P Mayekar
ISIN Code	INF200KA1V76	INF247L01924
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 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 Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	1.28%	4.43%
6 Month	-3.92%	3.34%
1 Year	32.29%	27.29%
3 Year	18.27%	22.41%
5 Year	-	29.31%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	11.72%	19.44%
3 Year	25.73%	31.6%
5 Year	-	31.83%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	8.08%	34.34%
3 Year	22.01%	27.36%
5 Year	-	30.71%

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	16.74%	17.99%
Sharp	0.93%	1.01%
Beta	1.15%	1.01%
Alpha	3.54%	-1.31%

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Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	1.63	-0.06
Large Cap	88.54	0.28
Mid Cap	9.83	12.47
Small Cap	-	87.34

Scheme Name	SBI Nifty Next 50 Index Fund - Regular Plan - Growth	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	-0.34	-0.25
Capital Goods	18.57	-
Healthcare	2.48	-
Consumer Staples	9.94	-
Financial	19.36	-
Materials	4.14	-
Insurance	3.44	-
Energy	11.32	-
Services	14.17	-
Metals & Mining	4.87	-
Construction	2.61	5.44
Chemicals	2.25	-
Automobile	5.59	-
Diversified	1.6	0.74
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
Transport Infrastructure	-	0.32
Retailing	-	0.94
Realty	-	2.06
Beverages	-	0.79