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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | -1.77% | -1.91% |
| 6 Month | 9.46% | 7.45% |
| 1 Year | -6.76% | 2.74% |
| 3 Year | 16.37% | 12.32% |
| 5 Year | - | 17.54% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 3.08% | 2.72% |
| 1 Year | -3.58% | 3.69% |
| 3 Year | 14.95% | 11.1% |
| 5 Year | - | 12.29% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 18.06% | 12.11% |
| Sharp | 0.64% | 0.59% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.67% | -0.51% |
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 | 2.44 | 3.07 |
| Large Cap | 87.89 | 95.79 |
| Mid Cap | 9.67 | 1.14 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.11 | 0.2 |
| Industrials | 14.57 | 5.92 |
| Consumer Cyclical | 11 | 11.29 |
| Healthcare | 6.34 | 3.77 |
| Consumer Defensive | 13.89 | 6.74 |
| Financial Services | 20.28 | 37.79 |
| Energy | 5.1 | 10.53 |
| Basic Materials | 10 | 6.11 |
| Utilities | 10.69 | 2.58 |
| Technology | 2.04 | 10.43 |
| Real Estate | 3.65 | - |
| Communication Services | 2.33 | 4.64 |
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