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 Index Fund-NIFTY 50 Plan - 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 Index Fund-NIFTY 50 Plan - Growth Plan
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹291 Cr ₹16593 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Mar 2021 01 Jul 2002
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 58.83% 8.28%
Expense Ratio 0.84 0.36
Manager Devender Singhal Arun Agarwal
ISIN Code INF174KA1FX3 INF179K01KZ8
Exits Load Nil/365 Exit load of 0.25% if redeemed within 3 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Index Fund-NIFTY 50 Plan - Growth Plan
1 Month 2.35% 1.06%
6 Month 28.46% 14.81%
1 Year 68.79% 30.71%
3 Year 23.05% 15.29%
5 Year - 18.52%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Index Fund-NIFTY 50 Plan - Growth Plan
6 Month - -
1 Year 32.73% 11.36%
3 Year 56.94% 27.59%
5 Year 60.81% 56.72%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Index Fund-NIFTY 50 Plan - Growth Plan
1 Year 21.73% 19.05%
3 Year 63.51% 45.25%
5 Year 65.39% 62.66%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Standard Deviation 16.66% 12.46%
Sharp 0.94% 0.68%
Beta 1.14% 0.99%
Alpha 3.77% -1.8%

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Fund Managers

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

Market Cap

Scheme Name

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

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

Large Cap 86.23 99.61
Mid Cap 13.28 -
Others 0.38 0.39

Sector Allocation

Scheme Name

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

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

Retailing 10.83 -
Aerospace & Defense 9.52 -
Power 5.82 3.11
Finance 12.7 3.43
Transport Services 3.21 -
Electrical Equipment 5.2 -
Diversified Metals 2.93 -
Petroleum Products 2.78 10.5
Gas 3.08 -
Automobiles 2.52 8.02
Realty 2.43 -
Personal Products 5.72 -
Auto Components 3.69 -
Banks 5.79 29.67
Chemicals & Petrochemicals 3.83 -
Consumer Durables 2.74 2.56
Insurance 3.34 1.22
Cement & Cement Products 3.51 2.18
Ferrous Metals 1.76 2.18
Beverages 2.87 -
Agricultural Food & other Products 1.45 0.65
Leisure Services 1.38 -
Pharmaceuticals & Biotechnology 2.41 3.55
Others 0.38 0.39
IT - Software - 12.46
Construction - 3.89
Diversified FMCG - 5.76
Telecom - Services - 3.63
Transport Infrastructure - 1.02
Consumable Fuels - 1.01
Oil - 1
Non - Ferrous Metals - 0.95
Food Products - 1.46
Metals & Minerals Trading - 0.78
Healthcare Services - 0.58

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