Kotak Nifty Next 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹809 Cr | ₹2031 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Mar 2021 | 17 Feb 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 58.83% | 36% |
| Expense Ratio | 0.6 | 0.8 |
| Manager | Devender Singhal | Himanshu Mange |
| ISIN Code | INF174KA1FX3 | INF204KB15Z3 |
| 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.97% | -0.36% |
| 6 Month | 2.82% | 4.53% |
| 1 Year | -4.58% | 3.63% |
| 3 Year | 15.75% | 21.21% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.7% | 4.25% |
| 1 Year | 11.53% | 19.02% |
| 3 Year | 15.84% | 19.39% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.85% | 18.36% |
| 3 Year | 19.75% | 24.66% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.75% | 15.73% |
| Sharp | 0.65% | 0.96% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.92% |
Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.09 | 2.59 |
| Large Cap | 81.39 | 8.96 |
| Mid Cap | 12.51 | 87.08 |
| Small Cap | - | 1.38 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.08 | -0.05 |
| Industrials | 10.83 | 18.23 |
| Healthcare | 6.31 | 8.48 |
| Financial Services | 20.18 | 24.41 |
| Energy | 5.63 | 2.41 |
| Consumer Cyclical | 11.21 | 13.09 |
| Basic Materials | 12.7 | 9.34 |
| Consumer Defensive | 12.05 | 4.36 |
| Utilities | 13.08 | 3.08 |
| Technology | 2.26 | 10.68 |
| Real Estate | 3.52 | 3.09 |
| Communication Services | 2.3 | 2.88 |
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