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Kotak Nifty Next 50 Index Fund vs HSBC NIFTY NEXT 50 INDEX FUND compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹643 Cr | ₹133 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Mar 2021 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
| Turn Over | 58.83% | 54% |
| Expense Ratio | 0.6 | 0.8 |
| Manager | Devender Singhal | Praveen Ayathan |
| ISIN Code | INF174KA1FX3 | INF917K01D95 |
| Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 3.39% | 3.44% |
| 6 Month | 1.27% | 1.19% |
| 1 Year | -3.46% | -3.88% |
| 3 Year | 23.57% | 23.09% |
| 5 Year | - | 21.42% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 10.05% | 10.01% |
| 1 Year | 3.75% | 3.35% |
| 3 Year | 20.43% | 20.08% |
| 5 Year | - | 18.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 8.8% | 18.64% |
| 3 Year | 19.93% | 18.49% |
| 5 Year | - | 22.58% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 19.44% | 19.49% |
| Sharp | 0.69% | 0.67% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.66% | -1.10% |
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Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Devender Singhal | Praveen Ayathan |
| Total AUM | ₹20480 Cr | ₹3762 Cr |
| Funds Managed | 12 | 5 |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -2.47 | -0.01 |
| Large Cap | 90.7 | 88.52 |
| Mid Cap | 11.77 | 11.49 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -2.47 | -0.01 |
| Industrials | 15.16 | 14.79 |
| Healthcare | 5.69 | 5.55 |
| Consumer Defensive | 10.93 | 10.67 |
| Financial Services | 24.56 | 23.97 |
| Basic Materials | 9.99 | 9.75 |
| Utilities | 12.56 | 12.26 |
| Technology | 2.47 | 2.41 |
| Energy | 2.18 | 2.13 |
| Real Estate | 3.68 | 3.59 |
| Consumer Cyclical | 12.53 | 12.23 |
| Communication Services | 2.73 | 2.67 |
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