DSP Nifty 50 Equal Weight Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹706 Cr | ₹2198 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 23 Oct 2017 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 Equal Weight Total Return Index |
Turn Over | 58.83% | 25% |
Expense Ratio | 0.6 | 0.91 |
Manager | Devender Singhal | Anil Ghelani |
ISIN Code | INF174KA1FX3 | INF740KA1CO4 |
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 | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.37% | -1.04% |
6 Month | 11.81% | 9.33% |
1 Year | -6.96% | 1.17% |
3 Year | 16.29% | 15.68% |
5 Year | - | 22.33% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.33% | 3% |
1 Year | -1.17% | 5.85% |
3 Year | 15.78% | 14.19% |
5 Year | - | 15.95% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.55% | 8.82% |
3 Year | 20.2% | 18.46% |
5 Year | - | 17.56% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.06% | 13.33% |
Sharp | 0.64% | 0.73% |
Beta | 0.99% | - |
Alpha | -0.67% | - |
Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Name | Devender Singhal | Anil Ghelani |
Total AUM | ₹20480 Cr | ₹0 Cr |
Funds Managed | 12 | 5 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 2.44 | 4.29 |
Large Cap | 87.89 | 91.61 |
Mid Cap | 9.67 | 4.1 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.11 | 0.24 |
Industrials | 14.57 | 6.1 |
Consumer Cyclical | 11 | 17.79 |
Healthcare | 6.34 | 7.86 |
Consumer Defensive | 13.89 | 7.9 |
Financial Services | 20.28 | 24.18 |
Energy | 5.1 | 8.02 |
Basic Materials | 10 | 12.05 |
Utilities | 10.69 | 4.03 |
Technology | 2.04 | 9.82 |
Real Estate | 3.65 | - |
Communication Services | 2.33 | 2.02 |
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