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) | ₹840 Cr | ₹2390 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 | -2.98% | -1.48% |
| 6 Month | 1.8% | 5.2% |
| 1 Year | -5.42% | 9.09% |
| 3 Year | 16.4% | 16.25% |
| 5 Year | - | 18.05% |
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 | 0.21% | 3.15% |
| 1 Year | 10.61% | 17.26% |
| 3 Year | 14.59% | 14.89% |
| 5 Year | - | 15.52% |
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 | 17.79% | 13.13% |
| Sharp | 0.58% | 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 | 6.07 | 4.74 |
| Large Cap | 81.34 | 91.41 |
| Mid Cap | 12.59 | 3.85 |
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 | 0.11 | 0.05 |
| Industrials | 10.62 | 8.27 |
| Healthcare | 6.26 | 9.93 |
| Financial Services | 20.19 | 23.12 |
| Energy | 5.63 | 7.77 |
| Consumer Cyclical | 11.44 | 14.7 |
| Basic Materials | 12.85 | 12.05 |
| Consumer Defensive | 12.2 | 7.94 |
| Utilities | 12.62 | 3.71 |
| Technology | 2.45 | 10.36 |
| Real Estate | 3.4 | - |
| Communication Services | 2.24 | 2.11 |
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