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HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare

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tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹643 Cr ₹20409 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Mar 2021 18 Jul 2002
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 58.83% 8.28%
Expense Ratio 0.6 0.36
Manager Devender Singhal Arun Agarwal
ISIN Code INF174KA1FX3 INF179K01KZ8
Exits Load Data not available./365 HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
1 Month 1.09% 2.27%
6 Month 3.4% 8.35%
1 Year -6.45% 5.76%
3 Year 21.37% 17.14%
5 Year - 19.86%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
6 Month 8.96% 9.06%
1 Year 4.05% 13.92%
3 Year 19.43% 15.14%
5 Year - 15.05%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
1 Year 8.8% 14.24%
3 Year 19.93% 12.7%
5 Year - 12.53%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
Standard Deviation 18.88% 12.68%
Sharp 0.88% 0.87%
Beta 0.99% 1.00%
Alpha -0.66% -0.43%

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
Name Devender Singhal Arun Agarwal
Total AUM ₹20480 Cr ₹110478 Cr
Funds Managed 12 14
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan

Market Cap

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

HDFC Nifty 50 Index Fund - Growth Plan

Others 3.29 0.93
Large Cap 87.02 97.97
Mid Cap 9.69 1.1

Sector Allocation

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

HDFC Nifty 50 Index Fund - Growth Plan

Others 0.92 0.13
Industrials 14.61 6.02
Consumer Cyclical 10.29 11.04
Healthcare 6 3.65
Consumer Defensive 13.68 6.74
Financial Services 20.7 37.55
Energy 4.91 10.81
Basic Materials 10.01 5.79
Utilities 10.62 2.58
Technology 2 11.25
Real Estate 3.89 -
Communication Services 2.37 4.44

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