Motilal Oswal Nifty Next 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹423 Cr | ₹289 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 03 Mar 2021 | 23 Dec 2019 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 58.83% | 50% |
Expense Ratio | 0.6 | 1.03 |
Manager | Devender Singhal | Swapnil P Mayekar |
ISIN Code | INF174KA1FX3 | INF247L01AD9 |
Exits Load | Data not available./365 | Motilal Oswal Nifty Next 50 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 Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Month | 8.13% | 8.08% |
6 Month | -13.07% | -13.17% |
1 Year | 3.52% | 3.26% |
3 Year | 13.88% | 13.56% |
5 Year | - | 21.61% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
6 Month | -4.3% | -4.32% |
1 Year | -18.72% | -18.9% |
3 Year | 14.8% | 14.57% |
5 Year | - | 15.3% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
1 Year | 11.98% | 22.58% |
3 Year | 21.13% | 18.3% |
5 Year | - | 17.02% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Standard Deviation | 18.661% | 18.72% |
Sharp | 0.536% | 0.517% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
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 Next 50 Index Fund - Regular plan - Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | -2.47 | 0.29 |
Large Cap | 90.7 | 88.01 |
Mid Cap | 11.77 | 11.69 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth |
---|---|---|
Others | -2.47 | 0.29 |
Industrials | 15.16 | 14.25 |
Healthcare | 5.69 | 5.81 |
Consumer Defensive | 10.93 | 10.41 |
Financial Services | 24.56 | 23.82 |
Basic Materials | 9.99 | 10.14 |
Utilities | 12.56 | 12.06 |
Technology | 2.47 | 2.1 |
Energy | 2.18 | 2.07 |
Real Estate | 3.68 | 3.52 |
Consumer Cyclical | 12.53 | 12.86 |
Communication Services | 2.73 | 2.66 |
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