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) | ₹809 Cr | ₹2020 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 | 2.32% | 2.98% |
| 6 Month | 6.7% | 5.75% |
| 1 Year | 3.82% | 9.18% |
| 3 Year | 16.98% | 12.75% |
| 5 Year | - | 15.77% |
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 | 2.31% | 3.21% |
| 1 Year | 12.54% | 14.23% |
| 3 Year | 16.47% | 13.08% |
| 5 Year | - | 12.79% |
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 | 6.85% | 13.16% |
| 3 Year | 19.75% | 15.11% |
| 5 Year | - | 17.27% |
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 | 17.75% | 12.49% |
| Sharp | 0.65% | 0.54% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -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 | 6.08 | 3.69 |
| Large Cap | 81.44 | 93.07 |
| Mid Cap | 12.48 | 3.25 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Axis Nifty 100 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.02 | 0.07 |
| Industrials | 11.24 | 7.76 |
| Consumer Cyclical | 11.51 | 11.65 |
| Healthcare | 5.93 | 4.57 |
| Consumer Defensive | 12.47 | 7.69 |
| Financial Services | 20.01 | 33.68 |
| Energy | 5.37 | 9.54 |
| Basic Materials | 12.91 | 7.42 |
| Utilities | 12.8 | 4.28 |
| Technology | 2.11 | 8.61 |
| Real Estate | 3.43 | 0.57 |
| Communication Services | 2.25 | 4.15 |
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