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) | ₹840 Cr | ₹101 Cr | ₹101 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | -0.38% | -0.41% | -0.41% |
| 6 Month | 1.12% | 0.99% | 0.99% |
| 1 Year | -0.11% | -0.29% | -0.29% |
| 3 Year | 18.1% | 17.85% | 17.85% |
| 5 Year | - | 16.34% | 16.34% |
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 | 1.65% | 1.57% | 1.57% |
| 1 Year | 10.61% | 10.46% | 10.46% |
| 3 Year | 14.72% | 14.47% | 14.47% |
| 5 Year | - | 14.78% | 14.78% |
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 | 6.85% | 8.9% | 8.9% |
| 3 Year | 19.75% | 15.49% | 15.49% |
| 5 Year | - | 13.35% | 13.35% |
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 | 17.79% | 17.79% | 17.79% |
| Sharp | 0.58% | 0.57% | 0.57% |
| Beta | 1.00% | 0.99% | 0.99% |
| Alpha | -0.81% | -1.01% | -1.01% |
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 | 6.07 | 6.01 | 6.01 |
| Large Cap | 81.34 | 81.38 | 81.38 |
| Mid Cap | 12.59 | 12.61 | 12.61 |
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 | 0.11 | 0.04 | 0.04 |
| Industrials | 10.62 | 10.61 | 10.61 |
| Healthcare | 6.26 | 6.25 | 6.25 |
| Financial Services | 20.19 | 20.21 | 20.21 |
| Energy | 5.63 | 5.63 | 5.63 |
| Consumer Cyclical | 11.44 | 11.44 | 11.44 |
| Basic Materials | 12.85 | 12.84 | 12.84 |
| Consumer Defensive | 12.2 | 12.24 | 12.24 |
| Utilities | 12.62 | 12.63 | 12.63 |
| Technology | 2.45 | 2.44 | 2.44 |
| Real Estate | 3.4 | 3.43 | 3.43 |
| Communication Services | 2.24 | 2.24 | 2.24 |
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