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

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

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tortoise-icon Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

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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 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) ₹291 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 0.84 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

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 2.35% 3.04%
6 Month 28.46% 21.77%
1 Year 68.79% 55.53%
3 Year 23.05% 27.16%
5 Year - -

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 - -
1 Year 32.73% 21.34%
3 Year 56.94% 55.87%
5 Year 60.81% 116.92%

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 21.73% 36.03%
3 Year 63.51% 85.43%
5 Year 65.39% 127.51%

Risk Management

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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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
Fund Manage 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 0.38 -0.06
Large Cap 86.23 0.28
Mid Cap 13.28 12.47
Small Cap - 87.34

Sector Allocation

Scheme Name

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

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

Others 0.38 -0.25
Electrical Equipment 5.2 2.72
Pharmaceuticals & Biotechnology 2.41 6.26
Personal Products 5.72 0.58
Finance 12.7 8.34
Banks 5.79 5.04
Aerospace & Defense 9.52 1.06
Cement & Cement Products 3.51 1.11
Insurance 3.34 -
Gas 3.08 1.61
Consumer Durables 2.74 5.95
Retailing 10.83 0.94
Agricultural Food & other Products 1.45 1.15
Beverages 2.87 0.79
Diversified Metals 2.93 -
Petroleum Products 2.78 1.03
Power 5.82 1
Realty 2.43 2.06
Chemicals & Petrochemicals 3.83 4.55
Auto Components 3.69 5.49
Leisure Services 1.38 2.68
Automobiles 2.52 0.41
Transport Services 3.21 1.19
Ferrous Metals 1.76 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

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