Kotak Nifty Small Cap 50 Index vs Motilal Oswal Nifty Small Cap 250 Index Dir
Data updated · direct-growth plans · not investment advice
Kotak Nifty Small Cap 50 Index currently edges it with a Smart Score of 78/100 vs 64/100. Kotak Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 1.03 vs —), 3-year returns of 22.1% vs 16.9%, and an expense ratio of 0.33% vs 0.39%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 20.6%BEST | 11.9% | ||
3Y return | 22.1%BEST | 16.9% | ||
5Y return | — | 16.5%BEST | ||
Since launch | 28.0%BEST | 22.3% | ||
| Vs category benchmark | ||||
1Y vs index | +8.7%BEST | +0.0% | ||
3Y vs index | +5.1%BEST | -0.0% | ||
5Y vs index | — | -0.0%BEST | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.76BEST | — | ||
Sortino ratio | 1.03BEST | — | ||
Std deviation | 20.49BEST | — | ||
Alpha | 1.90BEST | — | ||
Beta | 1.04 | — | ||
| Cost & size | ||||
Expense ratio | 0.33%BEST | 0.39% | ||
Fund size | ₹225 Cr | ₹1.3k CrBEST | ||
Portfolio P/E | — | — | ||
| Ratings | ||||
Value Research | — | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | NIFTY Smallcap 50 TRI | Nifty Smallcap 250 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 10 Apr 2023 | 02 Sept 2019 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak Nifty Small Cap 50 Index better than Motilal Oswal Nifty Small Cap 250 Index Dir?
Kotak Nifty Small Cap 50 Index currently edges it with a Smart Score of 78/100 vs 64/100. Kotak Nifty Small Cap 50 Index has the stronger risk-adjusted profile (Sortino 1.03 vs —), 3-year returns of 22.1% vs 16.9%, and an expense ratio of 0.33% vs 0.39%. Scores are relative to all Index — Small Cap peers and refresh with every data update.
Which is cheaper — Kotak Nifty Small Cap 50 Index or Motilal Oswal Nifty Small Cap 250 Index Dir?
Kotak Nifty Small Cap 50 Index has the lower expense ratio: 0.33% vs 0.39% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Kotak Nifty Small Cap 50 Index leads with 1.03 vs -9.00. Sharpe ratios: Kotak Nifty Small Cap 50 Index 0.76, Motilal Oswal Nifty Small Cap 250 Index Dir —.