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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) | ₹706 Cr | ₹2427 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 | 3.04% | 2.76% |
| 6 Month | 15.28% | 14.76% |
| 1 Year | -9.37% | -2.81% |
| 3 Year | 15.16% | 14.09% |
| 5 Year | - | 19.55% |
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 | 3.51% | 3.35% |
| 1 Year | 7.84% | 10.36% |
| 3 Year | 17.25% | 14.33% |
| 5 Year | - | 14.63% |
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 | 17.87% | 13.38% |
| Sharp | 0.49% | 0.53% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.68% | -1.01% |
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 | 2.44 | 2.48 |
| Large Cap | 87.89 | 68.48 |
| Mid Cap | 9.67 | 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 | 0.11 | 0.14 |
| Industrials | 14.57 | 11.09 |
| Consumer Cyclical | 11 | 11.57 |
| Healthcare | 6.34 | 6.56 |
| Consumer Defensive | 13.89 | 6.97 |
| Financial Services | 20.28 | 30.26 |
| Energy | 5.1 | 7.32 |
| Basic Materials | 10 | 8.24 |
| Utilities | 10.69 | 3.63 |
| Technology | 2.04 | 9.16 |
| Real Estate | 3.65 | 1.17 |
| Communication Services | 2.33 | 3.86 |
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