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) | ₹706 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 | -2.21% | -3.46% |
6 Month | 15.37% | 16.7% |
1 Year | -11.96% | -4.94% |
3 Year | 15.4% | 20.85% |
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 | 2.06% | 3.42% |
1 Year | 1.83% | 7.61% |
3 Year | 17.31% | 20.4% |
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 | 18.06% | 15.73% |
Sharp | 0.64% | 1.02% |
Beta | 0.99% | 1.00% |
Alpha | -0.67% | -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 | 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 |
Top Comparisons
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.05%
Invesco India Money Market Fund - Growth
3Y Returns7.17%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.12%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.17%
ITI Arbitrage Fund Regular - Growth
3Y Returns6.35%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.81%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.93%