Kotak Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 Index Fund compare

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

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tortoise-icon Motilal Oswal Nifty Midcap 150 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 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) ₹341 Cr ₹1758 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 03 Mar 2021 02 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Midcap 150 Total Return Index
Turn Over 58.83% 50%
Expense Ratio 0.74 1
Manager Devender Singhal Swapnil P Mayekar
ISIN Code INF174KA1FX3 INF247L01908
Exits Load Nil/365 Exit load of 1%, if redeemed within 15 days./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 -7.16% -5.63%
6 Month 9.42% 12.53%
1 Year 52.47% 36.08%
3 Year 16.63% 19.89%
5 Year - 27.12%

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 Year 24.15% 19.07%
3 Year 27.76% 29.2%
5 Year - 29.28%

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 9.19% 30.5%
3 Year 22.16% 26.95%
5 Year - 29.91%

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 16.66% 14.7%
Sharp 0.94% 1.26%
Beta 1.14% 1.03%
Alpha 3.77% -1.23%

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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
Fund Manage 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 0.47 1.08
Large Cap 85.77 1.79
Mid Cap 14.14 77.04
Small Cap - 4.99

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 0.47 -0.11
Electrical Equipment 4.49 -
Pharmaceuticals & Biotechnology 2.61 -
Personal Products 6.16 -
Finance 12.95 -
Banks 5.14 -
Aerospace & Defense 8.45 -
Cement & Cement Products 3.06 -
Insurance 3.81 0.56
Gas 3.1 -
Consumer Durables 2.76 -
Retailing 12.67 -
Agricultural Food & other Products 1.45 -
Beverages 2.88 -
Diversified Metals 3.42 -
Petroleum Products 2.82 -
Power 5.49 -
Realty 2.36 -
Chemicals & Petrochemicals 3.69 -
Auto Components 3.5 -
Leisure Services 1.23 -
Automobiles 2.84 -
Transport Services 3.48 -
Ferrous Metals 1.55 -
Energy - 5.85
Materials - 4.01
Services - 5.84
Financial - 13.17
Technology - 4.69
Healthcare - 7.86
Capital Goods - 12.09
Automobile - 7.41
Chemicals - 5.67
Construction - 4.24
Metals & Mining - 5.95
Communication - 2.99
Consumer Discretionary - 1.35
Consumer Staples - 2.03
Diversified - 0.32
Textiles - 0.98

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