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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) | ₹693 Cr | ₹2432 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 | -4.47% | -4.68% |
| 6 Month | 3.23% | 3.93% |
| 1 Year | -8.58% | -0.98% |
| 3 Year | 16.05% | 14.29% |
| 5 Year | - | 19.35% |
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 | 3.08% | 3.44% |
| 1 Year | -3.58% | 2.12% |
| 3 Year | 14.95% | 12.67% |
| 5 Year | - | 13.92% |
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 | 7.55% | 17.23% |
| 3 Year | 20.2% | 17.88% |
| 5 Year | - | 20.57% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Standard Deviation | 18.06% | 13.40% |
| Sharp | 0.64% | 0.69% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.67% | -1.02% |
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 | 2.4 | 2.68 |
| Large Cap | 87.93 | 67.95 |
| Mid Cap | 9.68 | 18.83 |
| Small Cap | - | 10.52 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty 500 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.03 | 0.22 |
| Industrials | 14.82 | 11.2 |
| Consumer Cyclical | 10.76 | 10.67 |
| Healthcare | 6.16 | 6.3 |
| Consumer Defensive | 13.13 | 6.47 |
| Financial Services | 20.94 | 30.92 |
| Energy | 5 | 7.65 |
| Basic Materials | 10.05 | 8.03 |
| Utilities | 10.78 | 3.73 |
| Technology | 2.07 | 9.53 |
| Real Estate | 3.88 | 1.27 |
| Communication Services | 2.42 | 3.96 |
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