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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
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹423 Cr | ₹796 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 | -4.6% | -10.92% |
| 6 Month | -18.39% | -18.44% |
| 1 Year | 3.57% | -2.7% |
| 3 Year | 14.71% | 16.79% |
| 5 Year | - | 22.41% |
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 | -20.89% | -22.27% |
| 3 Year | 13.66% | 14.86% |
| 5 Year | - | 21.38% |
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 | 11.98% | 32.79% |
| 3 Year | 21.13% | 26.54% |
| 5 Year | - | 29.13% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Standard Deviation | 18.661% | 19.328% |
| Sharp | 0.536% | 0.577% |
| Beta | - | - |
| Alpha | - | - |
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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 | - |
| Mid Cap | 8.46 | 8.84 |
| Small Cap | - | 91.18 |
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 | -0.06 |
| Electrical Equipment | 6.94 | 3.23 |
| Pharmaceuticals & Biotechnology | 6.2 | 8.68 |
| Personal Products | 4.36 | 0.58 |
| Finance | 12.26 | 6.93 |
| Banks | 5.9 | 3.18 |
| Aerospace & Defense | 4.1 | 0.61 |
| Cement & Cement Products | 3.59 | 1.48 |
| Insurance | 4.26 | 0.33 |
| Power | 6.62 | 1.03 |
| Gas | 3.42 | 1.42 |
| Consumer Durables | 2.48 | 6.67 |
| Retailing | 5.88 | 0.97 |
| Beverages | 3.13 | 1.04 |
| Diversified Metals | 4.24 | - |
| IT - Software | 2.82 | 3.57 |
| Petroleum Products | 3.29 | 0.64 |
| Realty | 3.19 | 2.44 |
| Chemicals & Petrochemicals | 2.51 | 5.12 |
| Auto Components | 4.47 | 3.74 |
| Leisure Services | 1.37 | 2.81 |
| Automobiles | 3.26 | 0.3 |
| Transport Services | 4.04 | 1.01 |
| Ferrous Metals | 1.93 | 0.25 |
| Food Products | - | 0.72 |
| Construction | - | 4.73 |
| IT - Services | - | 1.36 |
| Telecom - Equipment & Accessories | - | 0.66 |
| Capital Markets | - | 10.59 |
| Fertilizers & Agrochemicals | - | 1.51 |
| Agricultural Food & other Products | - | 1.03 |
| Healthcare Services | - | 3.37 |
| Paper, Forest & Jute Products | - | 0.67 |
| Textiles & Apparels | - | 1.14 |
| Industrial Manufacturing | - | 3.38 |
| Telecom - Services | - | 1.01 |
| IT - Hardware | - | 0.22 |
| Commercial Services & Supplies | - | 1.86 |
| Minerals & Mining | - | 0.14 |
| Non - Ferrous Metals | - | 1.38 |
| Industrial Products | - | 5.94 |
| Entertainment | - | 1.46 |
| Healthcare Equipment & Supplies | - | 0.51 |
| Agricultural, Commercial & Construction Vehicles | - | 0.72 |
| Cigarettes & Tobacco Products | - | 0.36 |
| Household Products | - | 0.47 |
| Transport Infrastructure | - | 0.25 |
| Diversified | - | 0.51 |
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