HSBC NIFTY NEXT 50 INDEX FUND vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
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) | ₹693 Cr | ₹138 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -2.22% | -2.21% |
6 Month | 8.43% | 8.33% |
1 Year | -9.02% | -9.41% |
3 Year | 18.05% | 17.65% |
5 Year | - | 20.1% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | 4.61% | 4.57% |
1 Year | 0.09% | -0.29% |
3 Year | 17.79% | 17.47% |
5 Year | - | 16.84% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 8.8% | 18.64% |
3 Year | 19.93% | 18.49% |
5 Year | - | 22.58% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.88% | 18.95% |
Sharp | 0.88% | 0.85% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -1.10% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 2.4 | 2.62 |
Large Cap | 87.93 | 87.72 |
Mid Cap | 9.68 | 9.66 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | -0.03 | 0.2 |
Industrials | 14.82 | 14.79 |
Consumer Cyclical | 10.76 | 10.74 |
Healthcare | 6.16 | 6.15 |
Consumer Defensive | 13.13 | 13.1 |
Financial Services | 20.94 | 20.89 |
Energy | 5 | 4.99 |
Basic Materials | 10.05 | 10.02 |
Utilities | 10.78 | 10.76 |
Technology | 2.07 | 2.06 |
Real Estate | 3.88 | 3.87 |
Communication Services | 2.42 | 2.42 |
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