Kotak Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Top Comparisons
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.89%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.15%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.32%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns32.9%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns37.89%
LIC MF Small Cap Fund Regular - Growth
3Y Returns15.13%
Axis Small Cap Fund Regular Growth
3Y Returns16.9%