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) | ₹737 Cr | ₹708 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 | 1.75% | 3.16% |
6 Month | 12.49% | 16.56% |
1 Year | -0.41% | -8.82% |
3 Year | 12.44% | 14.73% |
5 Year | 17.29% | - |
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 | 3.08% | 3.51% |
1 Year | 10.49% | 7.84% |
3 Year | 12.45% | 17.25% |
5 Year | 12.76% | - |
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 | 12.61% | 7.55% |
3 Year | 12.69% | 20.2% |
5 Year | 12.64% | - |
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 | 12.03% | 17.87% |
Sharp | 0.44% | 0.49% |
Beta | 0.99% | 0.99% |
Alpha | -0.65% | -0.68% |
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 | 3.45 | 2.44 |
Large Cap | 95.41 | 87.89 |
Mid Cap | 1.13 | 9.67 |
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 | 0.6 | 0.11 |
Energy | 10.5 | 5.1 |
Technology | 10.38 | 2.04 |
Industrials | 5.88 | 14.57 |
Basic Materials | 6.08 | 10 |
Consumer Defensive | 6.7 | 13.89 |
Financial Services | 37.68 | 20.28 |
Healthcare | 3.75 | 6.34 |
Consumer Cyclical | 11.23 | 11 |
Communication Services | 4.62 | 2.33 |
Utilities | 2.57 | 10.69 |
Real Estate | - | 3.65 |
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