HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare

HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare

Link copied to clipboard!

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

Invest Now

HDFC Nifty 50 Index Fund - Growth Plan

Invest Now

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)	₹706 Cr	₹20590 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	-0.79%	-0.56%
6 Month	11.85%	9.8%
1 Year	-9.32%	1.08%
3 Year	16.82%	13.25%
5 Year	-	17.82%

SIP Return Analysis

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
6 Month	2.33%	2.43%
1 Year	-1.17%	5.58%
3 Year	15.78%	11.82%
5 Year	-	12.79%

Rolling Lumpsum Returns

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
1 Year	7.55%	14.08%
3 Year	20.2%	12.8%
5 Year	-	12.57%

Risk Management

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
Standard Deviation	18.06%	12.13%
Sharp	0.64%	0.60%
Beta	0.99%	1.00%
Alpha	-0.67%	-0.42%

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	2.44	3.12
Large Cap	87.89	95.74
Mid Cap	9.67	1.14

Sector Allocation

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Nifty 50 Index Fund - Growth Plan
Others	0.11	0.25
Industrials	14.57	5.91
Consumer Cyclical	11	11.29
Healthcare	6.34	3.77
Consumer Defensive	13.89	6.73
Financial Services	20.28	37.76
Energy	5.1	10.52
Basic Materials	10	6.11
Utilities	10.69	2.58
Technology	2.04	10.42
Real Estate	3.65	-
Communication Services	2.33	4.64

Top Comparisons

Kotak Arbitrage Fund - Growth

3Y Returns7.19%

VS

Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.85%

Compare Now

Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns14.96%

VS

HSBC Aggressive Hybrid Active FOF - Growth

3Y Returns15.07%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns24.93%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns16.18%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.27%

VS

UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns22.64%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully