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

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

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Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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

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	9.26%	33.93%
3 Year	22.04%	27.56%
5 Year	-	30.75%

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
Others	0.47	-0.06
Large Cap	85.77	0.28
Mid Cap	14.14	12.47
Small Cap	-	87.34

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
Others	0.47	-0.25
Electrical Equipment	4.49	2.72
Pharmaceuticals & Biotechnology	2.61	6.26
Personal Products	6.16	0.58
Finance	12.95	8.34
Banks	5.14	5.04
Aerospace & Defense	8.45	1.06
Cement & Cement Products	3.06	1.11
Insurance	3.81	-
Gas	3.1	1.61
Consumer Durables	2.76	5.95
Retailing	12.67	0.94
Agricultural Food & other Products	1.45	1.15
Beverages	2.88	0.79
Diversified Metals	3.42	-
Petroleum Products	2.82	1.03
Power	5.49	1
Realty	2.36	2.06
Chemicals & Petrochemicals	3.69	4.55
Auto Components	3.5	5.49
Leisure Services	1.23	2.68
Automobiles	2.84	0.41
Transport Services	3.48	1.19
Ferrous Metals	1.55	0.64
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
IT - Software	-	3.63
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