HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare

HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare

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

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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)	₹809 Cr	₹21978 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	-2.09%	2.31%
6 Month	2.55%	6.33%
1 Year	-4.94%	6.88%
3 Year	16.01%	12.69%
5 Year	-	15.42%

SIP Return Analysis

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
6 Month	1.04%	4.57%
1 Year	10.16%	17.88%
3 Year	14.78%	13.54%
5 Year	-	13.27%

Rolling Lumpsum Returns

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
1 Year	6.85%	13.86%
3 Year	19.75%	12.89%
5 Year	-	12.64%

Risk Management

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
Standard Deviation	17.79%	11.55%
Sharp	0.58%	0.53%
Beta	1.00%	1.00%
Alpha	-0.81%	-0.41%

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	6.09	3.75
Large Cap	81.39	94.87
Mid Cap	12.51	1.38

Sector Allocation

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
Others	-0.08	0.51
Industrials	10.83	7.25
Healthcare	6.31	4.22
Financial Services	20.18	36.32
Energy	5.63	10.66
Consumer Cyclical	11.21	10.86
Basic Materials	12.7	6.38
Consumer Defensive	12.05	6.7
Utilities	13.08	2.46
Technology	2.26	9.9
Real Estate	3.52	-
Communication Services	2.3	4.74

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