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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 | Very High |
| 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 | 9.22% | 9.88% |
| 6 Month | -18.33% | -18.64% |
| 1 Year | 3.94% | 4.87% |
| 3 Year | 15.31% | 16.34% |
| 5 Year | - | 35.17% |
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 | -6.82% | -11.25% |
| 1 Year | -17.44% | -20.78% |
| 3 Year | 16.97% | 16.88% |
| 5 Year | - | 21.75% |
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 |
| Funds Managed | 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 | -2.47 | 0.4 |
| Large Cap | 90.7 | - |
| Mid Cap | 11.77 | 8.32 |
| Small Cap | - | 91.55 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan |
|---|---|---|
| Others | -2.47 | 0.66 |
| Industrials | 15.16 | 21.16 |
| Healthcare | 5.69 | 13.15 |
| Consumer Defensive | 10.93 | 4.25 |
| Financial Services | 24.56 | 20.52 |
| Basic Materials | 9.99 | 14.14 |
| Utilities | 12.56 | 1.92 |
| Technology | 2.47 | 7.93 |
| Energy | 2.18 | 1.57 |
| Real Estate | 3.68 | 2.21 |
| Consumer Cyclical | 12.53 | 9.84 |
| Communication Services | 2.73 | 2.92 |
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