HSBC NIFTY 50 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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HSBC NIFTY 50 INDEX FUND - Regular Growth

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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	HSBC NIFTY 50 INDEX FUND - Regular Growth
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹693 Cr	₹354 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Mar 2021	16 Apr 2020
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	NIFTY 50 TRI
Turn Over	58.83%	8%
Expense Ratio	0.6	0.45
Manager	Devender Singhal	Praveen Ayathan
ISIN Code	INF174KA1FX3	INF917K01D38
Exits Load	Data not available./365	HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month	-2.57%	-2.89%
6 Month	6.33%	5.9%
1 Year	-10.15%	0.03%
3 Year	17.85%	13.7%
5 Year	-	18.15%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	4.61%	3.38%
1 Year	0.09%	6%
3 Year	17.79%	13.03%
5 Year	-	13.75%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	7.55%	15.7%
3 Year	20.2%	15.56%
5 Year	-	20.58%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation	18.88%	12.66%
Sharp	0.88%	0.87%
Beta	0.99%	1.00%
Alpha	-0.66%	-0.51%

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Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Name	Devender Singhal	Praveen Ayathan
Total AUM	₹20480 Cr	₹3762 Cr
Funds Managed	12	5
	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	2.4	3.26
Large Cap	87.93	95.61
Mid Cap	9.68	1.13

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	-0.03	0.26
Industrials	14.82	5.94
Consumer Cyclical	10.76	11.1
Healthcare	6.16	3.59
Consumer Defensive	13.13	6.48
Financial Services	20.94	37.31
Energy	5	10.94
Basic Materials	10.05	5.93
Utilities	10.78	2.54
Technology	2.07	11.18
Real Estate	3.88	-
Communication Services	2.42	4.72