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) | ₹708 Cr | ₹1857 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 | 0.59% | 0.4% |
6 Month | 9.05% | 13.19% |
1 Year | -7.98% | -1.19% |
3 Year | 18.73% | 23.1% |
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 | 2.34% | 2.28% |
1 Year | 10.5% | 14.48% |
3 Year | 16.58% | 19.02% |
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 | 17.73% | 15.63% |
Sharp | 0.60% | 0.90% |
Beta | 0.99% | 1.00% |
Alpha | -0.80% | -0.93% |
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 | 6.08 | 2.18 |
Large Cap | 81.44 | 9.12 |
Mid Cap | 12.48 | 87.25 |
Small Cap | - | 1.45 |
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 | -0.02 | -0.14 |
Industrials | 11.24 | 18.5 |
Consumer Cyclical | 11.51 | 13.47 |
Healthcare | 5.93 | 8.73 |
Consumer Defensive | 12.47 | 4.56 |
Financial Services | 20.01 | 23.58 |
Energy | 5.37 | 2.4 |
Basic Materials | 12.91 | 9.61 |
Utilities | 12.8 | 3.2 |
Technology | 2.11 | 10.45 |
Real Estate | 3.43 | 2.87 |
Communication Services | 2.25 | 2.77 |
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