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) | ₹706 Cr | ₹1918 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 | -2.21% | -1.62% |
6 Month | 15.37% | 11.62% |
1 Year | -11.96% | -4.25% |
3 Year | 15.4% | 12.38% |
5 Year | - | 16.28% |
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 | -0.23% | -0.28% |
1 Year | -1.85% | 2.08% |
3 Year | 15.09% | 10.98% |
5 Year | - | 12.17% |
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 | 18.06% | 12.89% |
Sharp | 0.64% | 0.55% |
Beta | 0.99% | 1.00% |
Alpha | -0.67% | -0.96% |
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 | 2.44 | 3.12 |
Large Cap | 87.89 | 94.3 |
Mid Cap | 9.67 | 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 | 0.11 | 0.35 |
Industrials | 14.57 | 7.37 |
Consumer Cyclical | 11 | 11.2 |
Healthcare | 6.34 | 4.2 |
Consumer Defensive | 13.89 | 7.93 |
Financial Services | 20.28 | 34.78 |
Energy | 5.1 | 9.6 |
Basic Materials | 10 | 6.77 |
Utilities | 10.69 | 3.94 |
Technology | 2.04 | 8.99 |
Real Estate | 3.65 | 0.62 |
Communication Services | 2.33 | 4.25 |
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