Kotak Nifty Next 50 Index Fund vs Motilal Oswal Nifty Midcap 150 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 Risk | Very High Risk |
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 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 | 0.6 | 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 | -4.6% | -6.31% |
6 Month | -18.39% | -13.78% |
1 Year | 3.57% | 3.74% |
3 Year | 14.71% | 19.73% |
5 Year | - | 22.43% |
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 | -20.89% | -15.37% |
3 Year | 13.66% | 16.97% |
5 Year | - | 21.63% |
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 | 11.98% | 29.32% |
3 Year | 21.13% | 26.61% |
5 Year | - | 27.4% |
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 |
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 | 0.28 | -0.02 |
Large Cap | 91.8 | 6.16 |
Mid Cap | 8.46 | 87.51 |
Small Cap | - | 6.4 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan |
---|---|---|
Others | 0.28 | -0.02 |
Electrical Equipment | 6.94 | 4.42 |
Pharmaceuticals & Biotechnology | 6.2 | 7.13 |
Personal Products | 4.36 | 1.8 |
Finance | 12.26 | 5.53 |
Banks | 5.9 | 6.34 |
Aerospace & Defense | 4.1 | 0.3 |
Cement & Cement Products | 3.59 | 1.38 |
Insurance | 4.26 | 1.68 |
Power | 6.62 | 1.29 |
Gas | 3.42 | 1.44 |
Consumer Durables | 2.48 | 4.55 |
Retailing | 5.88 | 0.98 |
Beverages | 3.13 | 0.45 |
Diversified Metals | 4.24 | - |
IT - Software | 2.82 | 7.08 |
Petroleum Products | 3.29 | 1.23 |
Realty | 3.19 | 3.74 |
Chemicals & Petrochemicals | 2.51 | 3.5 |
Auto Components | 4.47 | 7.41 |
Leisure Services | 1.37 | 3.06 |
Automobiles | 3.26 | - |
Transport Services | 4.04 | 1.15 |
Ferrous Metals | 1.93 | 1.59 |
Industrial Products | - | 7.19 |
IT - Services | - | 0.78 |
Healthcare Services | - | 4.26 |
Agricultural, Commercial & Construction Vehicles | - | 1.24 |
Capital Markets | - | 3.72 |
Telecom - Services | - | 2.74 |
Fertilizers & Agrochemicals | - | 2.65 |
Agricultural Food & other Products | - | 1.7 |
Diversified | - | 0.47 |
Industrial Manufacturing | - | 1.05 |
Non - Ferrous Metals | - | 0.39 |
Oil | - | 0.69 |
Construction | - | 1.03 |
Financial Technology (Fintech) | - | 3.05 |
Entertainment | - | 0.17 |
Minerals & Mining | - | 0.67 |
Textiles & Apparels | - | 1.15 |
Transport Infrastructure | - | 1.07 |
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