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)	₹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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
1 Month	2.64%	3.6%
6 Month	-0.93%	6.66%
1 Year	-5.86%	5.59%
3 Year	22.49%	17.98%
5 Year	-	20.01%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
6 Month	10.05%	9.52%
1 Year	3.75%	14.33%
3 Year	20.43%	16.16%
5 Year	-	15.67%

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%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
Standard Deviation	19.44%	13.12%
Sharp	0.69%	0.64%
Beta	0.99%	1.00%
Alpha	-0.66%	-0.42%

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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

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

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