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Motilal Oswal Nifty 500 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty 500 Index Fund - Regular Plan
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹708 Cr | ₹2507 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 500 TRI |
| Turn Over | 58.83% | 10% |
| Expense Ratio | 0.6 | 0.88 |
| Manager | Devender Singhal | Swapnil P Mayekar |
| ISIN Code | INF174KA1FX3 | INF247L01940 |
| Exits Load | Data not available./365 | Motilal Oswal Nifty 500 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 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Month | 1.31% | 1.07% |
| 6 Month | 13.41% | 14.91% |
| 1 Year | -8.48% | -0.9% |
| 3 Year | 17.39% | 15.91% |
| 5 Year | - | 18.95% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 6 Month | 2.34% | 1.71% |
| 1 Year | 10.5% | 11.42% |
| 3 Year | 16.58% | 13.78% |
| 5 Year | - | 14.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| 1 Year | 6.85% | 16.31% |
| 3 Year | 19.75% | 17.73% |
| 5 Year | - | 19.68% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 17.73% | 13.12% |
| Sharp | 0.60% | 0.65% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.80% | -1.00% |
Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - 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 500 Index Fund - Regular Plan |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 2.73 | 2.48 |
| Large Cap | 87.62 | 68.48 |
| Mid Cap | 9.66 | 18.7 |
| Small Cap | - | 10.32 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | 0.41 | 0.14 |
| Industrials | 14.47 | 11 |
| Consumer Cyclical | 11.87 | 11.57 |
| Healthcare | 6.13 | 6.56 |
| Consumer Defensive | 14.2 | 6.97 |
| Financial Services | 19.55 | 30.26 |
| Energy | 4.87 | 7.32 |
| Basic Materials | 10.07 | 8.24 |
| Utilities | 10.48 | 3.63 |
| Technology | 2.09 | 9.25 |
| Real Estate | 3.55 | 1.17 |
| Communication Services | 2.32 | 3.86 |
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