Kotak Nifty Next 50 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index 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 Smallcap 250 Index - 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 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) ₹346 Cr ₹820 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 SMALLCAP 250 TRI
Turn Over 58.83% 60%
Expense Ratio 0.6 1.04
Manager Devender Singhal Swapnil P Mayekar
ISIN Code INF174KA1FX3 INF247L01924
Exits Load Data not available./365 Motilal Oswal Nifty Smallcap 250 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 Smallcap 250 Index - Regular Plan
1 Month -7.56% -6.91%
6 Month -11.01% -4.34%
1 Year 15.88% 12.57%
3 Year 14.69% 17.16%
5 Year - 25.16%

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 -3.94% 2.87%
3 Year 20.68% 25.85%
5 Year - 28.14%

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%

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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

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