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)	₹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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	1.95%	3.42%
6 Month	8.14%	8.28%
1 Year	-7.33%	0.21%
3 Year	20.66%	28.04%
5 Year	-	32.52%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	7.67%	14.38%
1 Year	2.77%	13.39%
3 Year	18.55%	23.45%
5 Year	-	23.44%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	8.8%	29.91%
3 Year	19.93%	26%
5 Year	-	29.41%

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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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	3.29	0.78
Large Cap	87.02	0.14
Mid Cap	9.69	1.78
Small Cap	-	97.3

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.92	0.25
Industrials	14.61	23.4
Consumer Cyclical	10.29	9.69
Healthcare	6	12.79
Consumer Defensive	13.68	4.48
Financial Services	20.7	19.52
Energy	4.91	1.4
Basic Materials	10.01	12.12
Utilities	10.62	2.86
Technology	2	8.56
Real Estate	3.89	2.03
Communication Services	2.37	2.91