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) | ₹693 Cr | ₹2136 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 | -1.15% | 0.01% |
6 Month | 5.67% | 8.23% |
1 Year | -8.16% | 2.6% |
3 Year | 20.31% | 19.76% |
5 Year | - | 23.96% |
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 | 7.67% | 6.78% |
1 Year | 2.77% | 8.89% |
3 Year | 18.55% | 16.24% |
5 Year | - | 17.46% |
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 | 8.8% | 9.72% |
3 Year | 19.93% | 18.34% |
5 Year | - | 17.32% |
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 | 18.88% | 14.17% |
Sharp | 0.88% | 1.02% |
Beta | 0.99% | - |
Alpha | -0.66% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.29 | 1.88 |
Large Cap | 87.02 | 93.72 |
Mid Cap | 9.69 | 4.41 |
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 | 0.92 | 0.09 |
Industrials | 14.61 | 6.75 |
Consumer Cyclical | 10.29 | 18.58 |
Healthcare | 6 | 7.64 |
Consumer Defensive | 13.68 | 8.09 |
Financial Services | 20.7 | 24.84 |
Energy | 4.91 | 7.94 |
Basic Materials | 10.01 | 11.06 |
Utilities | 10.62 | 3.62 |
Technology | 2 | 9.35 |
Real Estate | 3.89 | - |
Communication Services | 2.37 | 2.04 |
Top Comparisons
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns26.92%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns24.12%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns26.95%
Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth
3Y Returns0%
ITI Multi Cap Fund Regular - Growth
3Y Returns23.54%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns17.47%
Bandhan Aggressive Hybrid Fund - Growth
3Y Returns17.05%