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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) | ₹762 Cr | ₹2631 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 | 3.11% | 3.77% |
| 6 Month | 9.62% | 12.41% |
| 1 Year | 1.13% | 6.04% |
| 3 Year | 17.73% | 22.39% |
| 5 Year | - | 27.07% |
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 | 1.05% | -0.23% |
| 1 Year | 7.9% | 8.8% |
| 3 Year | 15.47% | 16.76% |
| 5 Year | - | 18.88% |
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 | 6.85% | 25.79% |
| 3 Year | 19.75% | 25.97% |
| 5 Year | - | 28.31% |
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 | 17.75% | 15.75% |
| Sharp | 0.65% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.93% |
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 | 6.08 | 2.27 |
| Large Cap | 81.44 | 9.07 |
| Mid Cap | 12.48 | 87.22 |
| Small Cap | - | 1.44 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
|---|---|---|
| Others | -0.02 | -0.04 |
| Industrials | 11.24 | 18.4 |
| Consumer Cyclical | 11.51 | 13.4 |
| Healthcare | 5.93 | 8.69 |
| Consumer Defensive | 12.47 | 4.54 |
| Financial Services | 20.01 | 23.88 |
| Energy | 5.37 | 2.39 |
| Basic Materials | 12.91 | 9.56 |
| Utilities | 12.8 | 3.18 |
| Technology | 2.11 | 10.39 |
| Real Estate | 3.43 | 2.85 |
| Communication Services | 2.25 | 2.75 |
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