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Kotak Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Chart Comparison
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) | ₹693 Cr | ₹978 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Month | -3.85% | -5.02% |
| 6 Month | 4.94% | 6.3% |
| 1 Year | -10.73% | -5.85% |
| 3 Year | 16.81% | 22.93% |
| 5 Year | - | 30.28% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 6 Month | 4.61% | 10.7% |
| 1 Year | 0.09% | 10.1% |
| 3 Year | 17.79% | 22.25% |
| 5 Year | - | 22.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| 1 Year | 7.55% | 28.8% |
| 3 Year | 20.2% | 26.16% |
| 5 Year | - | 30.93% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 18.88% | 19.38% |
| Sharp | 0.88% | 1.10% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.66% | -1.23% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | 2.4 | 0.67 |
| Large Cap | 87.93 | 0.2 |
| Mid Cap | 9.68 | 1.98 |
| Small Cap | - | 97.15 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | -0.03 | -0.04 |
| Industrials | 14.82 | 22.39 |
| Consumer Cyclical | 10.76 | 9.53 |
| Healthcare | 6.16 | 13.02 |
| Consumer Defensive | 13.13 | 4.31 |
| Financial Services | 20.94 | 20.68 |
| Energy | 5 | 1.34 |
| Basic Materials | 10.05 | 12.19 |
| Utilities | 10.78 | 3.02 |
| Technology | 2.07 | 8.48 |
| Real Estate | 3.88 | 2.15 |
| Communication Services | 2.42 | 2.93 |
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