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) | ₹880 Cr | ₹2153 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 | -1.23% | -2.62% |
| 6 Month | 0.66% | -0.36% |
| 1 Year | 9.14% | 9.8% |
| 3 Year | 20.33% | 23.01% |
| 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 | -3.45% | -3.84% |
| 1 Year | -1.32% | -0.14% |
| 3 Year | 10.72% | 12.05% |
| 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 | 5.26% | 12.78% |
| 3 Year | 18.65% | 22.97% |
| 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 | 16.66% | 14.71% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 5.45 | 2.47 |
| Large Cap | 82.07 | 9.67 |
| Mid Cap | 12.48 | 86.6 |
| Small Cap | - | 1.26 |
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 | -0.21 | 0.01 |
| Industrials | 10.25 | 17.49 |
| Healthcare | 6.25 | 8.36 |
| Financial Services | 20.11 | 25.34 |
| Energy | 5.91 | 2.41 |
| Consumer Cyclical | 11.67 | 13.73 |
| Basic Materials | 13.58 | 9.54 |
| Consumer Defensive | 12.36 | 4.21 |
| Utilities | 12.2 | 2.83 |
| Technology | 2.43 | 10.08 |
| Real Estate | 3.2 | 2.89 |
| Communication Services | 2.24 | 3.1 |
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