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) | ₹423 Cr | ₹1946 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 | 2.94% | 1.72% |
6 Month | -8.11% | 1.5% |
1 Year | -5.39% | 3.83% |
3 Year | 22.01% | 20.45% |
5 Year | - | 24.69% |
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 | 7.79% | 6.9% |
1 Year | -1.62% | 5.93% |
3 Year | 18.42% | 16.04% |
5 Year | - | 17.54% |
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 | 18.661% | 14.763% |
Sharp | 0.536% | 0.512% |
Beta | - | - |
Alpha | - | - |
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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 | -2.47 | 2.05 |
Large Cap | 90.7 | 93.95 |
Mid Cap | 11.77 | 4 |
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 | -2.47 | 0.13 |
Industrials | 15.16 | 5.71 |
Healthcare | 5.69 | 7.54 |
Consumer Defensive | 10.93 | 10.56 |
Financial Services | 24.56 | 22.36 |
Basic Materials | 9.99 | 11.92 |
Utilities | 12.56 | 3.87 |
Technology | 2.47 | 9.76 |
Energy | 2.18 | 9.97 |
Real Estate | 3.68 | - |
Consumer Cyclical | 12.53 | 16.16 |
Communication Services | 2.73 | 2.03 |
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