Kotak Nifty Next 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹809 Cr | ₹2391 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Mar 2021 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 58.83% | 25% |
| Expense Ratio | 0.6 | 0.91 |
| Manager | Devender Singhal | Anil Ghelani |
| ISIN Code | INF174KA1FX3 | INF740KA1CO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.09% | 1.52% |
| 6 Month | 2.55% | 7.75% |
| 1 Year | -4.94% | 8.9% |
| 3 Year | 16.01% | 15.95% |
| 5 Year | - | 19% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.04% | 4.33% |
| 1 Year | 10.16% | 19.05% |
| 3 Year | 14.78% | 15.46% |
| 5 Year | - | 15.91% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.85% | 7.92% |
| 3 Year | 19.75% | 18.13% |
| 5 Year | - | 18.29% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.75% | 13.13% |
| Sharp | 0.65% | 0.94% |
| Beta | 1.00% | 1.03% |
| Alpha | -0.81% | 1.59% |
Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Name | Devender Singhal | Anil Ghelani |
| Total AUM | ₹20480 Cr | ₹0 Cr |
| Funds Managed | 12 | 5 |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.09 | 0.02 |
| Large Cap | 81.39 | 99.98 |
| Mid Cap | 12.51 | - |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.08 | 0.02 |
| Industrials | 10.83 | - |
| Healthcare | 6.31 | - |
| Financial Services | 20.18 | - |
| Energy | 5.63 | - |
| Consumer Cyclical | 11.21 | - |
| Basic Materials | 12.7 | - |
| Consumer Defensive | 12.05 | - |
| Utilities | 13.08 | - |
| Technology | 2.26 | - |
| Real Estate | 3.52 | - |
| Communication Services | 2.3 | - |
| Petroleum Products | - | 2.1 |
| IT - Software | - | 9.9 |
| Construction | - | 2.15 |
| Ferrous Metals | - | 4.1 |
| Consumer Durables | - | 4.18 |
| Healthcare Services | - | 3.92 |
| Diversified FMCG | - | 3.93 |
| Non - Ferrous Metals | - | 2.21 |
| Banks | - | 10.11 |
| Pharmaceuticals & Biotechnology | - | 5.77 |
| Cement & Cement Products | - | 3.93 |
| Automobiles | - | 9.71 |
| Insurance | - | 3.96 |
| Agricultural Food & other Products | - | 2 |
| Oil | - | 2.07 |
| Food Products | - | 2.1 |
| Aerospace & Defense | - | 2.05 |
| Finance | - | 8.34 |
| Telecom - Services | - | 2.06 |
| Metals & Minerals Trading | - | 1.87 |
| Consumable Fuels | - | 1.92 |
| Transport Services | - | 1.93 |
| Power | - | 3.89 |
| Transport Infrastructure | - | 2 |
| Retailing | - | 3.78 |
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