Motilal Oswal Nifty Midcap 150 Index vs SBI Nifty Midcap 150 Index
Data updated · direct-growth plans · not investment advice
Motilal Oswal Nifty Midcap 150 Index currently edges it with a Smart Score of 79/100 vs 63/100. Motilal Oswal Nifty Midcap 150 Index has the stronger risk-adjusted profile (Sortino 0.55 vs 0.53), 3-year returns of 13.6% vs 13.3%, and an expense ratio of 0.35% vs 0.47%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | -2.8%BEST | -3.0% | ||
3Y return | 13.6%BEST | 13.3% | ||
5Y return | 13.3%BEST | — | ||
Since launch | 20.6%BEST | 16.3% | ||
| Vs category benchmark | ||||
1Y vs index | +0.0%BEST | -0.1% | ||
3Y vs index | -0.0%BEST | -0.3% | ||
5Y vs index | -0.0%BEST | — | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 0.41BEST | 0.40 | ||
Sortino ratio | 0.55BEST | 0.53 | ||
Std deviation | 17.23 | 17.12BEST | ||
Alpha | -2.09BEST | -2.21 | ||
Beta | 1.00 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 0.35%BEST | 0.47% | ||
Fund size | ₹4.0k CrBEST | ₹1.2k Cr | ||
Portfolio P/E | — | — | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 02 Sept 2019 | 03 Oct 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Motilal Oswal Nifty Midcap 150 Index better than SBI Nifty Midcap 150 Index?
Motilal Oswal Nifty Midcap 150 Index currently edges it with a Smart Score of 79/100 vs 63/100. Motilal Oswal Nifty Midcap 150 Index has the stronger risk-adjusted profile (Sortino 0.55 vs 0.53), 3-year returns of 13.6% vs 13.3%, and an expense ratio of 0.35% vs 0.47%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
Which is cheaper — Motilal Oswal Nifty Midcap 150 Index or SBI Nifty Midcap 150 Index?
Motilal Oswal Nifty Midcap 150 Index has the lower expense ratio: 0.35% vs 0.47% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Motilal Oswal Nifty Midcap 150 Index leads with 0.55 vs 0.53. Sharpe ratios: Motilal Oswal Nifty Midcap 150 Index 0.41, SBI Nifty Midcap 150 Index 0.40.