Motilal Oswal Nifty Midcap 150 Index Fund vs Kotak Nifty Next 50 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Invest Now

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 Midcap 150 Index Fund - Regular Plan
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹291 Cr ₹1758 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 03 Mar 2021 02 Sep 2019
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Midcap 150 Total Return Index
Turn Over 58.83% 50%
Expense Ratio 0.84 1
Manager Devender Singhal Swapnil P Mayekar
ISIN Code INF174KA1FX3 INF247L01908
Exits Load Nil/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Month 2.35% 1.85%
6 Month 28.46% 22.86%
1 Year 68.79% 50.1%
3 Year 23.05% 27.41%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
6 Month - -
1 Year 32.73% 21.12%
3 Year 56.94% 55.88%
5 Year 60.81% 109.83%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
1 Year 21.73% 32.44%
3 Year 63.51% 81.34%
5 Year 65.39% 119.08%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Standard Deviation 16.66% 14.7%
Sharp 0.94% 1.26%
Beta 1.14% 1.03%
Alpha 3.77% -1.23%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Motilal Oswal Nifty Midcap 150 Index Fund - 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 Midcap 150 Index Fund - Regular Plan

Market Cap

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 0.38 1.08
Large Cap 86.23 1.79
Mid Cap 13.28 77.04
Small Cap - 4.99

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others 0.38 -0.11
Electrical Equipment 5.2 -
Pharmaceuticals & Biotechnology 2.41 -
Personal Products 5.72 -
Finance 12.7 -
Banks 5.79 -
Aerospace & Defense 9.52 -
Cement & Cement Products 3.51 -
Insurance 3.34 0.56
Gas 3.08 -
Consumer Durables 2.74 -
Retailing 10.83 -
Agricultural Food & other Products 1.45 -
Beverages 2.87 -
Diversified Metals 2.93 -
Petroleum Products 2.78 -
Power 5.82 -
Realty 2.43 -
Chemicals & Petrochemicals 3.83 -
Auto Components 3.69 -
Leisure Services 1.38 -
Automobiles 2.52 -
Transport Services 3.21 -
Ferrous Metals 1.76 -
Energy - 5.85
Materials - 4.01
Services - 5.84
Financial - 13.17
Technology - 4.69
Healthcare - 7.86
Capital Goods - 12.09
Automobile - 7.41
Chemicals - 5.67
Construction - 4.24
Metals & Mining - 5.95
Communication - 2.99
Consumer Discretionary - 1.35
Consumer Staples - 2.03
Diversified - 0.32
Textiles - 0.98

Top Comparisons

SBI Small Cap Fund - Regular Plan - Growth SBI Small Cap Fund - Regular Plan - Growth

3Y Returns23.94%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns30.37%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns22.32%

VS

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.17%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns4.74%

VS

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns12.77%

Compare Now

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.14%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns6.18%

Compare Now
Request call back
Add to Cart Successfully