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Kotak Nifty Next 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹880 Cr | ₹1051 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Mar 2021 | 19 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY 50 Value 20 TRI |
| Turn Over | 58.83% | 39% |
| Expense Ratio | 0.6 | 0.76 |
| Manager | Devender Singhal | Himanshu Mange |
| ISIN Code | INF174KA1FX3 | INF204KB19Y8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.23% | 0.25% |
| 6 Month | 0.66% | 5.67% |
| 1 Year | 9.14% | 2.36% |
| 3 Year | 20.33% | 13.43% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.21% | 2.46% |
| 1 Year | 10.53% | 9.15% |
| 3 Year | 13.6% | 8.5% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 5.26% | 11.6% |
| 3 Year | 18.65% | 16.07% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.57% | 12.11% |
| Sharp | 0.66% | 0.65% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.79% | -0.92% |
Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Devender Singhal | Himanshu Mange |
| Total AUM | ₹20480 Cr | ₹0 Cr |
| Funds Managed | 12 | 10 |
| Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.45 | -0.02 |
| Large Cap | 82.07 | 100.02 |
| Mid Cap | 12.48 | - |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.21 | -0.02 |
| Industrials | 10.25 | - |
| Healthcare | 6.25 | 3.57 |
| Financial Services | 20.11 | 38.96 |
| Energy | 5.91 | 4.04 |
| Consumer Cyclical | 11.67 | 8.78 |
| Basic Materials | 13.58 | 2.82 |
| Consumer Defensive | 12.36 | 8.53 |
| Utilities | 12.2 | 6.06 |
| Technology | 2.43 | 27.26 |
| Real Estate | 3.2 | - |
| Communication Services | 2.24 | - |
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