Motilal Oswal Nifty Smallcap 250 Index vs Kotak Nifty Next 50 Index Fund 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)	₹346 Cr	₹820 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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Month	-7.56%	-6.91%
6 Month	-11.01%	-4.34%
1 Year	15.88%	12.57%
3 Year	14.69%	17.16%
5 Year	-	25.16%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
6 Month	-	-
1 Year	-3.94%	2.87%
3 Year	20.68%	25.85%
5 Year	-	28.14%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
1 Year	9.19%	34.34%
3 Year	22.16%	27.36%
5 Year	-	30.71%

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	0.28	-0.06
Large Cap	91.8	0.28
Mid Cap	8.46	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	0.28	-0.25
Electrical Equipment	6.94	2.72
Pharmaceuticals & Biotechnology	6.2	6.26
Personal Products	4.36	0.58
Finance	12.26	8.34
Banks	5.9	5.04
Aerospace & Defense	4.1	1.06
Cement & Cement Products	3.59	1.11
Insurance	4.26	-
Power	6.62	1
Gas	3.42	1.61
Consumer Durables	2.48	5.95
Retailing	5.88	0.94
Beverages	3.13	0.79
Diversified Metals	4.24	-
IT - Software	2.82	3.63
Petroleum Products	3.29	1.03
Realty	3.19	2.06
Chemicals & Petrochemicals	2.51	4.55
Auto Components	4.47	5.49
Leisure Services	1.37	2.68
Automobiles	3.26	0.41
Transport Services	4.04	1.19
Ferrous Metals	1.93	0.64
Agricultural Food & other Products	-	1.15
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
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