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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) ₹423 Cr ₹18383 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 2.94% 0.83%
6 Month -8.11% 0.16%
1 Year -5.39% 6.35%
3 Year 22.01% 16.95%
5 Year - 20.74%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
6 Month 7.79% 6.37%
1 Year -1.62% 7.04%
3 Year 18.42% 13.54%
5 Year - 14.18%

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 18.661% 13.108%
Sharp 0.536% 0.344%
Beta - -
Alpha - -

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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 -2.47 0.91
Large Cap 90.7 97.82
Mid Cap 11.77 1.27

Sector Allocation

Scheme Name

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

HDFC Nifty 50 Index Fund - Growth Plan

Others -2.47 0.05
Industrials 15.16 5.74
Healthcare 5.69 3.91
Consumer Defensive 10.93 8
Financial Services 24.56 34.33
Basic Materials 9.99 5.84
Utilities 12.56 2.75
Technology 2.47 13.97
Energy 2.18 10.97
Real Estate 3.68 -
Consumer Cyclical 12.53 10.32
Communication Services 2.73 4.13

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