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Kotak Nifty Next 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

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

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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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 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 3.04% 3.03%
6 Month 15.28% 19.53%
1 Year -9.37% -2.57%
3 Year 15.16% 20.39%
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 3.51% 4.08%
1 Year 7.84% 12.91%
3 Year 17.25% 19.9%
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 7.55% 20.24%
3 Year 20.2% 25.02%
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 17.87% 15.76%
Sharp 0.49% 0.83%
Beta 0.99% 1.00%
Alpha -0.68% -0.91%

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 2.44 1.73
Large Cap 87.89 4.96
Mid Cap 9.67 90.29
Small Cap - 3.02

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 0.11 0.09
Industrials 14.57 19.34
Consumer Cyclical 11 10.19
Healthcare 6.34 12.2
Consumer Defensive 13.89 3.46
Financial Services 20.28 21.87
Energy 5.1 2.49
Basic Materials 10 11.21
Utilities 10.69 3.23
Technology 2.04 9.92
Real Estate 3.65 2.99
Communication Services 2.33 3.02

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