Franklin India Index Fund vs Kotak Nifty Next 50 Index Fund compare
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | IDCW | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹775 Cr | ₹840 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Aug 2000 | 03 Mar 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 18.1% | 58.83% |
| Expense Ratio | 0.63 | 0.6 |
| Manager | Sandeep Manam | Devender Singhal |
| ISIN Code | INF090I01890 | INF174KA1FX3 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.31% | -1.82% |
| 6 Month | 5.2% | 4.05% |
| 1 Year | 9.16% | -2.92% |
| 3 Year | 12.67% | 16.21% |
| 5 Year | 14.03% | - |
SIP Return Analysis
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.05% | -1.08% |
| 1 Year | 12.33% | 5.95% |
| 3 Year | 12.39% | 14.05% |
| 5 Year | 12.59% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.66% | 6.85% |
| 3 Year | 12.85% | 19.75% |
| 5 Year | 12.66% | - |
Risk Management
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.47% | 17.79% |
| Sharp | 0.51% | 0.58% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.64% | -0.81% |
Fund Managers
| Scheme Name | Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sandeep Manam | Devender Singhal |
| Total AUM | ₹74256 Cr | ₹20480 Cr |
| Funds Managed | 20 | 12 |
| Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.53 | 6.07 |
| Large Cap | 95.13 | 81.34 |
| Mid Cap | 1.34 | 12.59 |
Sector Allocation
| Scheme Name |
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.23 | 0.11 |
| Energy | 10.86 | 5.63 |
| Technology | 10.21 | 2.45 |
| Industrials | 7.24 | 10.62 |
| Basic Materials | 6.16 | 12.85 |
| Healthcare | 4.31 | 6.26 |
| Consumer Defensive | 6.47 | 12.2 |
| Financial Services | 36.75 | 20.19 |
| Consumer Cyclical | 10.68 | 11.44 |
| Communication Services | 4.78 | 2.24 |
| Utilities | 2.31 | 12.62 |
| Real Estate | - | 3.4 |
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