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HSBC NIFTY 50 INDEX FUND vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹840 Cr | ₹373 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -2.62% | -0.36% |
| 6 Month | 1.75% | 4.54% |
| 1 Year | -4.53% | 7.51% |
| 3 Year | 16.25% | 12.93% |
| 5 Year | - | 14.12% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 0.21% | 3.6% |
| 1 Year | 10.61% | 16.29% |
| 3 Year | 14.59% | 13.01% |
| 5 Year | - | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 6.85% | 13% |
| 3 Year | 19.75% | 15.03% |
| 5 Year | - | 17.89% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 17.79% | 11.53% |
| Sharp | 0.58% | 0.52% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.48% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 6.07 | 3.25 |
| Large Cap | 81.34 | 95.41 |
| Mid Cap | 12.59 | 1.34 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.11 | -0.06 |
| Industrials | 10.62 | 7.26 |
| Healthcare | 6.26 | 4.33 |
| Financial Services | 20.19 | 36.86 |
| Energy | 5.63 | 10.89 |
| Consumer Cyclical | 11.44 | 10.71 |
| Basic Materials | 12.85 | 6.17 |
| Consumer Defensive | 12.2 | 6.49 |
| Utilities | 12.62 | 2.32 |
| Technology | 2.45 | 10.24 |
| Real Estate | 3.4 | - |
| Communication Services | 2.24 | 4.8 |
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