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Kotak Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹840 Cr | ₹2929 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 03 Mar 2021 | 10 Sep 2019 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Midcap 150 Total Return Index |
| Turn Over | 58.83% | 50% |
| Expense Ratio | 0.6 | 1 |
| Manager | Devender Singhal | Swapnil P Mayekar |
| ISIN Code | INF174KA1FX3 | INF247L01908 |
| Exits Load | Data not available./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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | -2.62% | -2.06% |
| 6 Month | 1.75% | 2.36% |
| 1 Year | -4.53% | 0.91% |
| 3 Year | 16.25% | 21.5% |
| 5 Year | - | 22.34% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 0.21% | 1.95% |
| 1 Year | 10.61% | 17% |
| 3 Year | 14.59% | 17.89% |
| 5 Year | - | 19.36% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 6.85% | 24.12% |
| 3 Year | 19.75% | 25.48% |
| 5 Year | - | 27.26% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 17.79% | 15.75% |
| Sharp | 0.58% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.93% |
Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Name | Devender Singhal | Swapnil P Mayekar |
| Total AUM | ₹20480 Cr | ₹9006 Cr |
| Funds Managed | 12 | 9 |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 6.07 | 2.71 |
| Large Cap | 81.34 | 9.12 |
| Mid Cap | 12.59 | 86.84 |
| Small Cap | - | 1.33 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.11 | 0.03 |
| Industrials | 10.62 | 17.94 |
| Healthcare | 6.26 | 8.44 |
| Financial Services | 20.19 | 25.66 |
| Energy | 5.63 | 2.27 |
| Consumer Cyclical | 11.44 | 13.04 |
| Basic Materials | 12.85 | 9.12 |
| Consumer Defensive | 12.2 | 4.2 |
| Utilities | 12.62 | 2.85 |
| Technology | 2.45 | 10.55 |
| Real Estate | 3.4 | 2.92 |
| Communication Services | 2.24 | 3 |
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