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HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
HDFC Nifty 50 Index Fund - Growth Plan
Chart Comparison
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) | ₹840 Cr | ₹22531 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 | 2.83% | -0.21% |
| 6 Month | 2.99% | 2.97% |
| 1 Year | 5.65% | 11.2% |
| 3 Year | 18.94% | 14.35% |
| 5 Year | - | 13.92% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HDFC Nifty 50 Index Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.02% | 4.5% |
| 1 Year | 14.44% | 16.7% |
| 3 Year | 15.54% | 13.19% |
| 5 Year | - | 13.02% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HDFC Nifty 50 Index Fund - Growth Plan |
|---|---|---|
| 1 Year | 5.14% | 13.79% |
| 3 Year | 18.81% | 12.91% |
| 5 Year | - | 12.67% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HDFC Nifty 50 Index Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 16.66% | 12.46% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 6.07 | 3.36 |
| Large Cap | 81.34 | 95.3 |
| Mid Cap | 12.59 | 1.34 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HDFC Nifty 50 Index Fund - Growth Plan |
|---|---|---|
| Others | 0.11 | 0.05 |
| Industrials | 10.62 | 7.25 |
| Healthcare | 6.26 | 4.32 |
| Financial Services | 20.19 | 36.82 |
| Energy | 5.63 | 10.88 |
| Consumer Cyclical | 11.44 | 10.7 |
| Basic Materials | 12.85 | 6.17 |
| Consumer Defensive | 12.2 | 6.49 |
| Utilities | 12.62 | 2.32 |
| Technology | 2.45 | 10.22 |
| Real Estate | 3.4 | - |
| Communication Services | 2.24 | 4.79 |
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