Axis Nifty 100 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹708 Cr | ₹1903 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 18 Oct 2019 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 100 TRI |
Turn Over | 58.83% | 9.69% |
Expense Ratio | 0.6 | 0.92 |
Manager | Devender Singhal | Ashish Naik |
ISIN Code | INF174KA1FX3 | INF846K01S52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.98% | 2.98% |
6 Month | 16.63% | 13.6% |
1 Year | -7.89% | -1.53% |
3 Year | 16.15% | 13.26% |
5 Year | - | 17.46% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.51% | 3.09% |
1 Year | 7.84% | 9.77% |
3 Year | 17.25% | 12.75% |
5 Year | - | 12.82% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.55% | 15.04% |
3 Year | 20.2% | 15.4% |
5 Year | - | 16.98% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.87% | 12.84% |
Sharp | 0.49% | 0.40% |
Beta | 0.99% | 1.00% |
Alpha | -0.68% | -0.95% |
Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Devender Singhal | Ashish Naik |
Total AUM | ₹20480 Cr | ₹82854 Cr |
Funds Managed | 12 | 12 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.73 | 2.94 |
Large Cap | 87.62 | 94.48 |
Mid Cap | 9.66 | 2.58 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.41 | 0.2 |
Industrials | 14.47 | 7.34 |
Consumer Cyclical | 11.87 | 12.1 |
Healthcare | 6.13 | 4.15 |
Consumer Defensive | 14.2 | 8.18 |
Financial Services | 19.55 | 33.85 |
Energy | 4.87 | 9.47 |
Basic Materials | 10.07 | 6.92 |
Utilities | 10.48 | 3.87 |
Technology | 2.09 | 9.07 |
Real Estate | 3.55 | 0.6 |
Communication Services | 2.32 | 4.25 |
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