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) | ₹840 Cr | ₹2186 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 | -0.38% | -0.68% |
| 6 Month | 1.12% | 2.28% |
| 1 Year | -0.11% | 10.31% |
| 3 Year | 18.1% | 13.58% |
| 5 Year | - | 14.19% |
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 | 1.65% | 3.41% |
| 1 Year | 10.61% | 13.62% |
| 3 Year | 14.72% | 12.34% |
| 5 Year | - | 12.66% |
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% | 11.01% |
| 3 Year | 19.75% | 13.03% |
| 5 Year | - | 12.98% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.79% | 11.55% |
| Sharp | 0.58% | 0.50% |
| 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 | 6.07 | 3.32 |
| Large Cap | 81.34 | 95.34 |
| Mid Cap | 12.59 | 1.34 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.11 | 0.01 |
| Industrials | 10.62 | 7.25 |
| Healthcare | 6.26 | 4.32 |
| Financial Services | 20.19 | 36.83 |
| Energy | 5.63 | 10.89 |
| Consumer Cyclical | 11.44 | 10.7 |
| Basic Materials | 12.85 | 6.17 |
| Consumer Defensive | 12.2 | 6.49 |
| Utilities | 12.62 | 2.32 |
| Technology | 2.45 | 10.23 |
| Real Estate | 3.4 | - |
| Communication Services | 2.24 | 4.79 |
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