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) | ₹762 Cr | ₹2285 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 | 0.24% | 1.23% |
6 Month | 8.12% | 10.44% |
1 Year | -6% | 3.58% |
3 Year | 18.46% | 18.44% |
5 Year | - | 22.99% |
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 | 2.36% | 4.08% |
1 Year | 10.31% | 17.56% |
3 Year | 16.94% | 16.06% |
5 Year | - | 16.61% |
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 | 6.85% | 8.23% |
3 Year | 19.75% | 18.32% |
5 Year | - | 17.88% |
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 | 17.73% | 12.97% |
Sharp | 0.60% | 0.78% |
Beta | 0.99% | - |
Alpha | -0.80% | - |
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 | 6.08 | 4.07 |
Large Cap | 81.44 | 91.98 |
Mid Cap | 12.48 | 3.95 |
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 | -0.02 | 0.04 |
Industrials | 11.24 | 8.07 |
Consumer Cyclical | 11.51 | 16.03 |
Healthcare | 5.93 | 9.88 |
Consumer Defensive | 12.47 | 8.03 |
Financial Services | 20.01 | 22.01 |
Energy | 5.37 | 8.01 |
Basic Materials | 12.91 | 12.08 |
Utilities | 12.8 | 4.02 |
Technology | 2.11 | 9.87 |
Real Estate | 3.43 | - |
Communication Services | 2.25 | 1.96 |
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