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

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

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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	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹762 Cr	₹997 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 Smallcap 250 TRI
Turn Over	58.83%	60%
Expense Ratio	0.6	1.04
Manager	Devender Singhal	Swapnil P Mayekar
ISIN Code	INF174KA1FX3	INF247L01924
Exits Load	Data not available./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	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	2.55%	2.57%
6 Month	8.47%	12.59%
1 Year	0.19%	-2.77%
3 Year	17.72%	22.06%
5 Year	-	27.42%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	1.15%	-0.95%
1 Year	8.02%	6.48%
3 Year	15.35%	15.13%
5 Year	-	17.84%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	6.85%	27.98%
3 Year	19.75%	25.86%
5 Year	-	30.02%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation	17.75%	19.42%
Sharp	0.65%	0.80%
Beta	1.00%	1.00%
Alpha	-0.81%	-1.14%

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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	6.08	2.25
Large Cap	81.44	0
Mid Cap	12.48	2.22
Small Cap	-	95.54

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	-0.02	0.04
Industrials	11.24	20.45
Consumer Cyclical	11.51	11.33
Healthcare	5.93	14.97
Consumer Defensive	12.47	3.99
Financial Services	20.01	20.62
Energy	5.37	1.67
Basic Materials	12.91	11.19
Utilities	12.8	2.87
Technology	2.11	8.41
Real Estate	3.43	1.85
Communication Services	2.25	2.62