Motilal Oswal Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹693 Cr | ₹732 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 50 TRI |
Turn Over | 58.83% | 10% |
Expense Ratio | 0.6 | 0.55 |
Manager | Devender Singhal | Swapnil P Mayekar |
ISIN Code | INF174KA1FX3 | INF247L01AF4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | -2.57% | -2.9% |
6 Month | 6.33% | 5.88% |
1 Year | -10.15% | -0.04% |
3 Year | 17.85% | 13.61% |
5 Year | - | 18.08% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | 4.61% | 3.35% |
1 Year | 0.09% | 5.92% |
3 Year | 17.79% | 12.94% |
5 Year | - | 13.66% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 7.55% | 17.15% |
3 Year | 20.2% | 15.38% |
5 Year | - | 19.51% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 18.88% | 12.70% |
Sharp | 0.88% | 0.86% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -0.60% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 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 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | 2.4 | 3.32 |
Large Cap | 87.93 | 95.55 |
Mid Cap | 9.68 | 1.13 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | -0.03 | 0.33 |
Industrials | 14.82 | 5.94 |
Consumer Cyclical | 10.76 | 11.09 |
Healthcare | 6.16 | 3.59 |
Consumer Defensive | 13.13 | 6.47 |
Financial Services | 20.94 | 37.29 |
Energy | 5 | 10.93 |
Basic Materials | 10.05 | 5.92 |
Utilities | 10.78 | 2.54 |
Technology | 2.07 | 11.17 |
Real Estate | 3.88 | - |
Communication Services | 2.42 | 4.72 |
Top Comparisons
Franklin India Corporate Debt Fund - Growth
3Y Returns7.65%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.52%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns22.67%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.37%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns26.79%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns20.83%