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) | ₹880 Cr | ₹143 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 | -2.27% | -2.28% |
| 6 Month | -2.28% | -2.32% |
| 1 Year | 5.49% | 5.35% |
| 3 Year | 16.74% | 16.56% |
| 5 Year | - | 14.48% |
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 | -0.02% | -0.05% |
| 1 Year | 8.15% | 8.04% |
| 3 Year | 13.29% | 13.03% |
| 5 Year | - | 13.83% |
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 | 5.26% | 10.27% |
| 3 Year | 18.65% | 18.2% |
| 5 Year | - | 19.98% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 16.66% | 16.7% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 5.45 | 5.68 |
| Large Cap | 82.07 | 81.87 |
| Mid Cap | 12.48 | 12.45 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | -0.21 | 0.03 |
| Industrials | 10.25 | 10.22 |
| Healthcare | 6.25 | 6.23 |
| Financial Services | 20.11 | 20.06 |
| Energy | 5.91 | 5.9 |
| Consumer Cyclical | 11.67 | 11.64 |
| Basic Materials | 13.58 | 13.55 |
| Consumer Defensive | 12.36 | 12.33 |
| Utilities | 12.2 | 12.17 |
| Technology | 2.43 | 2.43 |
| Real Estate | 3.2 | 3.19 |
| Communication Services | 2.24 | 2.24 |
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