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

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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)	₹291 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	0.84	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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	2.35%	3.04%
6 Month	28.46%	21.77%
1 Year	68.79%	55.53%
3 Year	23.05%	27.16%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	32.73%	21.34%
3 Year	56.94%	55.87%
5 Year	60.81%	116.92%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	21.73%	36.03%
3 Year	63.51%	85.43%
5 Year	65.39%	127.51%

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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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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Large Cap	86.23	0.28
Mid Cap	13.28	12.47
Others	0.38	-0.06
Small Cap	-	87.34

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Retailing	10.83	0.94
Aerospace & Defense	9.52	1.06
Power	5.82	1
Finance	12.7	8.34
Transport Services	3.21	1.19
Electrical Equipment	5.2	2.72
Diversified Metals	2.93	-
Petroleum Products	2.78	1.03
Gas	3.08	1.61
Automobiles	2.52	0.41
Realty	2.43	2.06
Personal Products	5.72	0.58
Auto Components	3.69	5.49
Banks	5.79	5.04
Chemicals & Petrochemicals	3.83	4.55
Consumer Durables	2.74	5.95
Insurance	3.34	-
Cement & Cement Products	3.51	1.11
Ferrous Metals	1.76	0.64
Beverages	2.87	0.79
Agricultural Food & other Products	1.45	1.15
Leisure Services	1.38	2.68
Pharmaceuticals & Biotechnology	2.41	6.26
Others	0.38	-0.25
Capital Markets	-	8.05
Non - Ferrous Metals	-	1.54
Industrial Manufacturing	-	4.03
Construction	-	5.44
IT - Services	-	1.29
Industrial Products	-	6.12
Commercial Services & Supplies	-	1.68
Paper, Forest & Jute Products	-	0.92
IT - Software	-	3.63
Healthcare Services	-	2.81
Telecom - Equipment & Accessories	-	0.98
Telecom - Services	-	1.29
Entertainment	-	1.08
Textiles & Apparels	-	1.53
Healthcare Equipment & Supplies	-	0.49
Agricultural, Commercial & Construction Vehicles	-	0.81
Diversified	-	0.74
Fertilizers & Agrochemicals	-	1.34
Household Products	-	0.51
Transport Infrastructure	-	0.32
Cigarettes & Tobacco Products	-	0.32
Food Products	-	0.58
Minerals & Mining	-	0.18