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) | ₹643 Cr | ₹2136 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 | 2.64% | 3.97% |
6 Month | -0.93% | 6.5% |
1 Year | -5.86% | 4.75% |
3 Year | 22.49% | 21.47% |
5 Year | - | 24.43% |
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 | 8.96% | 9.32% |
1 Year | 4.05% | 12.23% |
3 Year | 19.43% | 17.37% |
5 Year | - | 18.21% |
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 | 8.8% | 9.72% |
3 Year | 19.93% | 18.34% |
5 Year | - | 17.32% |
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 | 18.88% | 14.17% |
Sharp | 0.88% | 1.02% |
Beta | 0.99% | - |
Alpha | -0.66% | - |
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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 | 3.29 | 1.88 |
Large Cap | 87.02 | 93.72 |
Mid Cap | 9.69 | 4.41 |
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 | 0.92 | 0.09 |
Industrials | 14.61 | 6.75 |
Consumer Cyclical | 10.29 | 18.58 |
Healthcare | 6 | 7.64 |
Consumer Defensive | 13.68 | 8.09 |
Financial Services | 20.7 | 24.84 |
Energy | 4.91 | 7.94 |
Basic Materials | 10.01 | 11.06 |
Utilities | 10.62 | 3.62 |
Technology | 2 | 9.35 |
Real Estate | 3.89 | - |
Communication Services | 2.37 | 2.04 |
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