Motilal Oswal Nifty Midcap 150 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹423 Cr | ₹1982 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 Midcap 150 Total Return Index |
Turn Over | 58.83% | 50% |
Expense Ratio | 0.6 | 1 |
Manager | Devender Singhal | Swapnil P Mayekar |
ISIN Code | INF174KA1FX3 | INF247L01908 |
Exits Load | Data not available./365 | Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Month | 2.94% | 5.16% |
6 Month | -8.11% | -1.66% |
1 Year | -5.39% | 4.33% |
3 Year | 22.01% | 28.08% |
5 Year | - | 30.91% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
6 Month | 7.79% | 11.7% |
1 Year | -1.62% | 10.51% |
3 Year | 18.42% | 23.24% |
5 Year | - | 23.62% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
1 Year | 8.8% | 27.45% |
3 Year | 19.93% | 26.11% |
5 Year | - | 27.95% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Standard Deviation | 18.661% | 16.194% |
Sharp | 0.536% | 0.828% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | -2.47 | 0.33 |
Large Cap | 90.7 | 5.92 |
Mid Cap | 11.77 | 87.61 |
Small Cap | - | 6.14 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | -2.47 | 0.33 |
Industrials | 15.16 | 18.5 |
Healthcare | 5.69 | 11.46 |
Consumer Defensive | 10.93 | 4.35 |
Financial Services | 24.56 | 20.17 |
Basic Materials | 9.99 | 11.22 |
Utilities | 12.56 | 1.96 |
Technology | 2.47 | 9.96 |
Energy | 2.18 | 2.43 |
Real Estate | 3.68 | 3.28 |
Consumer Cyclical | 12.53 | 13.23 |
Communication Services | 2.73 | 3.13 |
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