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

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tortoise-icon SBI Nifty Next 50 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 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

Trailing Lumpsum Returns

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month -8.09% -11.81%
6 Month -13.36% -10.67%
1 Year 13.54% 3.83%
3 Year 14.73% 15.96%
5 Year - 24.54%

SIP Return Analysis

Scheme Name SBI Nifty Next 50 Index Fund - Regular Plan - Growth Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 1.1% 12.5%
3 Year 23.56% 30.2%
5 Year - 30.77%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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 -
Mid Cap 9.83 8.84
Small Cap - 91.18

Sector Allocation

Scheme Name

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others -0.34 -0.06
Capital Goods 18.57 -
Healthcare 2.48 -
Consumer Staples 9.94 -
Financial 19.36 -
Materials 4.14 -
Insurance 3.44 0.33
Energy 11.32 -
Services 14.17 -
Metals & Mining 4.87 -
Construction 2.61 4.73
Chemicals 2.25 -
Automobile 5.59 -
Diversified 1.6 0.51
Gas - 1.42
Food Products - 0.72
Auto Components - 3.74
IT - Services - 1.36
Telecom - Equipment & Accessories - 0.66
Transport Services - 1.01
Chemicals & Petrochemicals - 5.12
Capital Markets - 10.59
Fertilizers & Agrochemicals - 1.51
Agricultural Food & other Products - 1.03
Banks - 3.18
Finance - 6.93
Pharmaceuticals & Biotechnology - 8.68
Healthcare Services - 3.37
Consumer Durables - 6.67
Paper, Forest & Jute Products - 0.67
Textiles & Apparels - 1.14
Electrical Equipment - 3.23
Industrial Manufacturing - 3.38
Leisure Services - 2.81
IT - Software - 3.57
Telecom - Services - 1.01
Aerospace & Defense - 0.61
Personal Products - 0.58
Ferrous Metals - 0.25
IT - Hardware - 0.22
Cement & Cement Products - 1.48
Commercial Services & Supplies - 1.86
Minerals & Mining - 0.14
Non - Ferrous Metals - 1.38
Industrial Products - 5.94
Petroleum Products - 0.64
Entertainment - 1.46
Healthcare Equipment & Supplies - 0.51
Realty - 2.44
Agricultural, Commercial & Construction Vehicles - 0.72
Cigarettes & Tobacco Products - 0.36
Automobiles - 0.3
Household Products - 0.47
Power - 1.03
Transport Infrastructure - 0.25
Retailing - 0.97
Beverages - 1.04

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