Motilal Oswal Nifty 500 Index Fund vs Kotak Nifty Next 50 Index Fund compare

Link copied to clipboard!

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Invest Now

Motilal Oswal Nifty 500 Index Fund - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹809 Cr	₹2662 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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	-2.09%	0.66%
6 Month	2.55%	4.12%
1 Year	-4.94%	2.61%
3 Year	16.01%	14.22%
5 Year	-	16.66%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	1.04%	2.96%
1 Year	10.16%	14.86%
3 Year	14.78%	13.67%
5 Year	-	13.97%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year	6.85%	14.83%
3 Year	19.75%	17.49%
5 Year	-	19.48%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation	17.79%	13.08%
Sharp	0.58%	0.60%
Beta	1.00%	1.00%
Alpha	-0.81%	-0.99%

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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	6.09	3.77
Large Cap	81.39	67.27
Mid Cap	12.51	18.96
Small Cap	-	10.04

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Others	-0.08	0.37
Industrials	10.83	11.03
Healthcare	6.31	6.36
Financial Services	20.18	30.7
Energy	5.63	7.58
Consumer Cyclical	11.21	11.33
Basic Materials	12.7	8.16
Consumer Defensive	12.05	6.6
Utilities	13.08	3.85
Technology	2.26	9
Real Estate	3.52	1.18
Communication Services	2.3	3.88