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) | ₹643 Cr | ₹2359 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 | 3.39% | 3.69% |
6 Month | 1.27% | 5.8% |
1 Year | -3.46% | 4.76% |
3 Year | 23.57% | 20.7% |
5 Year | - | 22.54% |
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 | 10.05% | 10.74% |
1 Year | 3.75% | 12.52% |
3 Year | 20.43% | 18.04% |
5 Year | - | 17.39% |
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 | 8.8% | 18.2% |
3 Year | 19.93% | 17.78% |
5 Year | - | 18.81% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 19.44% | 14.47% |
Sharp | 0.69% | 0.73% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -1.03% |
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 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 | -2.47 | 0.79 |
Large Cap | 90.7 | 71.39 |
Mid Cap | 11.77 | 17.44 |
Small Cap | - | 2.87 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
---|---|---|
Others | -2.47 | 0.27 |
Industrials | 15.16 | 8.24 |
Healthcare | 5.69 | 5.57 |
Consumer Defensive | 10.93 | 6.77 |
Financial Services | 24.56 | 29.41 |
Basic Materials | 9.99 | 7.08 |
Utilities | 12.56 | 3.34 |
Technology | 2.47 | 10.23 |
Energy | 2.18 | 7.37 |
Real Estate | 3.68 | 1.1 |
Consumer Cyclical | 12.53 | 9.76 |
Communication Services | 2.73 | 3.37 |
Top Comparisons
Franklin India Bluechip Fund-Growth
3Y Returns18.27%
HSBC Large Cap Fund - Regular Growth
3Y Returns19.4%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns12.56%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns11.32%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns18.86%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns19.42%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns16.92%
Mirae Asset Flexi Cap Fund - Regular Plan - Growth
3Y Returns0%