HSBC NIFTY NEXT 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 NEXT 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 NEXT 50 INDEX FUND - Regular Growth
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹840 Cr	₹142 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 Next 50 TRI
Turn Over	58.83%	54%
Expense Ratio	0.6	0.8
Manager	Devender Singhal	Praveen Ayathan
ISIN Code	INF174KA1FX3	INF917K01D95
Exits Load	Data not available./365	HSBC Nifty Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth
1 Month	-1.82%	-1.84%
6 Month	4.05%	3.97%
1 Year	-2.92%	-3.28%
3 Year	16.21%	16.02%
5 Year	-	16.06%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
6 Month	-1.08%	-1.1%
1 Year	5.95%	5.84%
3 Year	14.05%	13.78%
5 Year	-	14.29%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
1 Year	6.85%	11.45%
3 Year	19.75%	18.24%
5 Year	-	20.19%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Standard Deviation	17.79%	17.85%
Sharp	0.58%	0.57%
Beta	1.00%	1.00%
Alpha	-0.81%	-1.00%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	6.07	6.02
Large Cap	81.34	81.38
Mid Cap	12.59	12.6

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Others	0.11	0.06
Industrials	10.62	10.62
Healthcare	6.26	6.26
Financial Services	20.19	20.2
Energy	5.63	5.63
Consumer Cyclical	11.44	11.44
Basic Materials	12.85	12.86
Consumer Defensive	12.2	12.21
Utilities	12.62	12.63
Technology	2.45	2.45
Real Estate	3.4	3.41
Communication Services	2.24	2.24