Kotak Nifty Next 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
LIC Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Average | Very High |
Asset Size (Cr) | ₹693 Cr | ₹100 Cr | ₹100 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 03 Mar 2021 | 20 Sep 2010 | 20 Sep 2010 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 58.83% | 47% | % |
Expense Ratio | 0.6 | 0.9 | 0.9 |
Manager | Devender Singhal | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF174KA1FX3 | INF397L01174 | INF397L01174 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | -2.22% | -2.21% | -2.21% |
6 Month | 8.43% | 8.49% | 8.49% |
1 Year | -9.02% | -9.2% | -9.2% |
3 Year | 18.05% | 17.75% | 17.75% |
5 Year | - | 20.01% | 20.01% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | 4.61% | 4.67% | 4.67% |
1 Year | 0.09% | 0.06% | 0.06% |
3 Year | 17.79% | 17.54% | 17.54% |
5 Year | - | 16.95% | 16.95% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 8.8% | 9.92% | 9.92% |
3 Year | 19.93% | 15.15% | 15.15% |
5 Year | - | 12.73% | 12.73% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 18.88% | 18.90% | 18.90% |
Sharp | 0.88% | 0.86% | 0.86% |
Beta | 0.99% | 0.99% | 0.99% |
Alpha | -0.66% | -0.94% | -0.94% |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Name | Devender Singhal | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹20480 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 12 | 6 | 6 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | 2.4 | 2.86 | 2.86 |
Large Cap | 87.93 | 87.49 | 87.49 |
Mid Cap | 9.68 | 9.65 | 9.65 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
LIC Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | -0.03 | 0.45 | 0.45 |
Industrials | 14.82 | 14.77 | 14.77 |
Consumer Cyclical | 10.76 | 10.53 | 10.53 |
Healthcare | 6.16 | 6.15 | 6.15 |
Consumer Defensive | 13.13 | 13.05 | 13.05 |
Financial Services | 20.94 | 20.92 | 20.92 |
Energy | 5 | 5 | 5 |
Basic Materials | 10.05 | 10.02 | 10.02 |
Utilities | 10.78 | 10.79 | 10.79 |
Technology | 2.07 | 2.05 | 2.05 |
Real Estate | 3.88 | 3.86 | 3.86 |
Communication Services | 2.42 | 2.41 | 2.41 |
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