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Kotak Nifty Next 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

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tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon LIC Nifty Next 50 Index Fund Growth

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tortoise-icon LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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