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Kotak Nifty Next 50 Index Fund vs Motilal Oswal Nifty Next 50 Index Fund compare

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tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹708 Cr ₹356 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 03 Mar 2021 23 Dec 2019
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 58.83% 50%
Expense Ratio 0.6 1.03
Manager Devender Singhal Swapnil P Mayekar
ISIN Code INF174KA1FX3 INF247L01AD9
Exits Load Data not available./365 Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth
1 Month 3.76% 3.73%
6 Month 17.23% 17.03%
1 Year -8.33% -8.58%
3 Year 16.09% 15.78%
5 Year - 19.5%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
6 Month 3.51% 3.46%
1 Year 7.84% 7.6%
3 Year 17.25% 17.02%
5 Year - 16.11%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
1 Year 7.55% 17.4%
3 Year 20.2% 18.29%
5 Year - 20.53%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Standard Deviation 17.87% 17.93%
Sharp 0.49% 0.47%
Beta 0.99% 1.00%
Alpha -0.68% -0.97%

Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
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 Next 50 Index Fund - Regular plan - Growth

Market Cap

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 2.73 2.69
Large Cap 87.62 87.65
Mid Cap 9.66 9.65

Sector Allocation

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

Others 0.41 0.38
Industrials 14.47 14.47
Consumer Cyclical 11.87 11.86
Healthcare 6.13 6.13
Consumer Defensive 14.2 14.21
Financial Services 19.55 19.56
Energy 4.87 4.87
Basic Materials 10.07 10.07
Utilities 10.48 10.49
Technology 2.09 2.09
Real Estate 3.55 3.55
Communication Services 2.32 2.32

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