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) | ₹880 Cr | ₹2415 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 | -1.23% | -1.01% |
| 6 Month | 0.66% | 5.07% |
| 1 Year | 9.14% | 12.92% |
| 3 Year | 20.33% | 17.44% |
| 5 Year | - | 17.87% |
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 | 1.21% | 2.54% |
| 1 Year | 10.53% | 15.01% |
| 3 Year | 13.6% | 13.89% |
| 5 Year | - | 15.09% |
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 | 5.26% | 8.24% |
| 3 Year | 18.65% | 18.02% |
| 5 Year | - | 18.28% |
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 | 17.57% | 12.66% |
| Sharp | 0.66% | 0.83% |
| Beta | 0.99% | - |
| Alpha | -0.79% | - |
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 | 5.45 | 4.14 |
| Large Cap | 82.07 | 91.97 |
| Mid Cap | 12.48 | 3.89 |
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 | -0.21 | 0.12 |
| Industrials | 10.25 | 7.94 |
| Healthcare | 6.25 | 9.86 |
| Financial Services | 20.11 | 22.05 |
| Energy | 5.91 | 8.01 |
| Consumer Cyclical | 11.67 | 16.06 |
| Basic Materials | 13.58 | 12.23 |
| Consumer Defensive | 12.36 | 7.99 |
| Utilities | 12.2 | 4 |
| Technology | 2.43 | 9.75 |
| Real Estate | 3.2 | - |
| Communication Services | 2.24 | 1.99 |
Top Comparisons
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.17%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.59%
Bandhan Small Cap Fund Regular Growth
3Y Returns29.54%
Axis Small Cap Fund Regular Growth
3Y Returns17.22%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns62.86%
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns65.99%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.3%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.31%