Kotak Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Invest Now

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 Smallcap 250 Index - Regular Plan
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹341 Cr ₹735 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 03 Mar 2021 05 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY SMALLCAP 250 TRI
Turn Over 58.83% 60%
Expense Ratio 0.74 1.04
Manager Devender Singhal Swapnil P Mayekar
ISIN Code INF174KA1FX3 INF247L01924
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 Smallcap 250 Index - Regular Plan
1 Month -10.1% -8.21%
6 Month -0.54% 5.71%
1 Year 42.4% 28.13%
3 Year 15.31% 19.52%
5 Year - 27.84%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month - -
1 Year 24.15% 22.84%
3 Year 27.76% 31.37%
5 Year - 31.69%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year 9.19% 34.34%
3 Year 22.16% 27.36%
5 Year - 30.71%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Standard Deviation 16.66% 17.99%
Sharp 0.94% 1.01%
Beta 1.14% 1.01%
Alpha 3.77% -1.31%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Smallcap 250 Index - 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 Smallcap 250 Index - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.28 -0.06
Large Cap 91.8 0.28
Mid Cap 8.46 12.47
Small Cap - 87.34

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.28 -0.25
Electrical Equipment 6.94 2.72
Pharmaceuticals & Biotechnology 6.2 6.26
Personal Products 4.36 0.58
Finance 12.26 8.34
Banks 5.9 5.04
Aerospace & Defense 4.1 1.06
Cement & Cement Products 3.59 1.11
Insurance 4.26 -
Power 6.62 1
Gas 3.42 1.61
Consumer Durables 2.48 5.95
Retailing 5.88 0.94
Beverages 3.13 0.79
Diversified Metals 4.24 -
IT - Software 2.82 3.63
Petroleum Products 3.29 1.03
Realty 3.19 2.06
Chemicals & Petrochemicals 2.51 4.55
Auto Components 4.47 5.49
Leisure Services 1.37 2.68
Automobiles 3.26 0.41
Transport Services 4.04 1.19
Ferrous Metals 1.93 0.64
Agricultural Food & other Products - 1.15
Food Products - 0.58
Construction - 5.44
IT - Services - 1.29
Telecom - Equipment & Accessories - 0.98
Capital Markets - 8.05
Fertilizers & Agrochemicals - 1.34
Healthcare Services - 2.81
Paper, Forest & Jute Products - 0.92
Textiles & Apparels - 1.53
Industrial Manufacturing - 4.03
Telecom - Services - 1.29
Commercial Services & Supplies - 1.68
Minerals & Mining - 0.18
Non - Ferrous Metals - 1.54
Industrial Products - 6.12
Entertainment - 1.08
Healthcare Equipment & Supplies - 0.49
Agricultural, Commercial & Construction Vehicles - 0.81
Cigarettes & Tobacco Products - 0.32
Household Products - 0.51
Diversified - 0.74
Transport Infrastructure - 0.32

Top Comparisons

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns21.96%

VS

Invesco India ELSS Tax Saver Fund - Growth Invesco India ELSS Tax Saver Fund - Growth

3Y Returns12.87%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.17%

VS

Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns5.79%

VS

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns5.83%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns23.53%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns29.35%

Compare Now
Request call back
Add to Cart Successfully