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

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

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Motilal Oswal Nifty 500 Index Fund - Regular Plan

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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)	₹762 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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Month	1.38%	1.15%
6 Month	11.6%	9.23%
1 Year	0.08%	4.42%
3 Year	17.47%	15.11%
5 Year	-	17.99%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
6 Month	2.55%	2.07%
1 Year	12.38%	12.45%
3 Year	16.29%	13.47%
5 Year	-	13.88%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
1 Year	6.85%	15.21%
3 Year	19.75%	17.55%
5 Year	-	19.55%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty 500 Index Fund - Regular Plan
Standard Deviation	17.75%	13.14%
Sharp	0.65%	0.66%
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	6.08	3.77
Large Cap	81.44	67.27
Mid Cap	12.48	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	-0.02	0.37
Industrials	11.24	11.03
Consumer Cyclical	11.51	11.33
Healthcare	5.93	6.36
Consumer Defensive	12.47	6.6
Financial Services	20.01	30.7
Energy	5.37	7.58
Basic Materials	12.91	8.16
Utilities	12.8	3.85
Technology	2.11	9
Real Estate	3.43	1.18
Communication Services	2.25	3.88