BANDHAN Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹762 Cr | ₹1999 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Mar 2021 | 30 Apr 2010 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
| Turn Over | 58.83% | 5% |
| Expense Ratio | 0.6 | 0.6 |
| Manager | Devender Singhal | Nemish Sheth |
| ISIN Code | INF174KA1FX3 | INF194K01920 |
| 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 | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.03% | 1.61% |
| 6 Month | 8.39% | 5.09% |
| 1 Year | -1.48% | 5.99% |
| 3 Year | 16.87% | 12.39% |
| 5 Year | - | 16.32% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.43% | 3.83% |
| 1 Year | 14.23% | 14.48% |
| 3 Year | 17.63% | 12.78% |
| 5 Year | - | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.85% | 11.32% |
| 3 Year | 19.75% | 13.01% |
| 5 Year | - | 12.91% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.75% | 11.68% |
| Sharp | 0.65% | 0.56% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.69% |
Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Name | Devender Singhal | Nemish Sheth |
| Total AUM | ₹20480 Cr | ₹5843 Cr |
| Funds Managed | 12 | 9 |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.08 | 3.62 |
| Large Cap | 81.44 | 94.99 |
| Mid Cap | 12.48 | 1.39 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.02 | 0.51 |
| Industrials | 11.24 | 7.05 |
| Consumer Cyclical | 11.51 | 11.62 |
| Healthcare | 5.93 | 4.27 |
| Consumer Defensive | 12.47 | 6.75 |
| Financial Services | 20.01 | 36.29 |
| Energy | 5.37 | 10.31 |
| Basic Materials | 12.91 | 6.29 |
| Utilities | 12.8 | 2.54 |
| Technology | 2.11 | 9.86 |
| Real Estate | 3.43 | - |
| Communication Services | 2.25 | 4.51 |
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