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Kotak Nifty Next 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - 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 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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