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Kotak Nifty Next 50 Index Fund vs UTI Nifty Next 50 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 UTI Nifty Next 50 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 UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹840 Cr ₹5953 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 28 Jun 2018
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 58.83% 49%
Expense Ratio 0.6 0.8
Manager Devender Singhal Deepesh Agarwal
ISIN Code INF174KA1FX3 INF789FC11T3
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 UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -2.62% -2.63%
6 Month 1.75% 1.76%
1 Year -4.53% -4.54%
3 Year 16.25% 16.31%
5 Year - 16.11%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month 0.21% 0.21%
1 Year 10.61% 10.66%
3 Year 14.59% 14.63%
5 Year - 14.63%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 6.85% 6.51%
3 Year 19.75% 17.02%
5 Year - 19.26%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 17.79% 17.85%
Sharp 0.58% 0.58%
Beta 1.00% 1.00%
Alpha -0.81% -0.78%

Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Name Devender Singhal Deepesh Agarwal
Total AUM ₹20480 Cr ₹35015 Cr
Funds Managed 12 9
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 6.07 6.02
Large Cap 81.34 81.38
Mid Cap 12.59 12.6

Sector Allocation

Scheme Name

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

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

Others 0.11 0.06
Industrials 10.62 10.62
Healthcare 6.26 6.26
Financial Services 20.19 20.2
Energy 5.63 5.63
Consumer Cyclical 11.44 11.44
Basic Materials 12.85 12.86
Consumer Defensive 12.2 12.21
Utilities 12.62 12.63
Technology 2.45 2.45
Real Estate 3.4 3.41
Communication Services 2.24 2.24

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