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) | ₹423 Cr | ₹4581 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 | 2.29% | 2.26% |
6 Month | -8.1% | -8.13% |
1 Year | -0.6% | -0.65% |
3 Year | 14.87% | 14.75% |
5 Year | - | 21.64% |
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 | 0.72% | 0.75% |
1 Year | -11.34% | -11.38% |
3 Year | 18.18% | 18.18% |
5 Year | - | 17.58% |
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 | 11.98% | 10.44% |
3 Year | 21.13% | 17.14% |
5 Year | - | 17.42% |
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 | 18.661% | 19.657% |
Sharp | 0.536% | 0.378% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | -2.47 | -0.16 |
Large Cap | 90.7 | 88.41 |
Mid Cap | 11.77 | 11.75 |
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 | -2.47 | -0.16 |
Industrials | 15.16 | 14.31 |
Healthcare | 5.69 | 5.83 |
Consumer Defensive | 10.93 | 10.46 |
Financial Services | 24.56 | 23.92 |
Basic Materials | 9.99 | 10.19 |
Utilities | 12.56 | 12.12 |
Technology | 2.47 | 2.11 |
Energy | 2.18 | 2.08 |
Real Estate | 3.68 | 3.53 |
Consumer Cyclical | 12.53 | 12.93 |
Communication Services | 2.73 | 2.68 |
Top Comparisons
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.8%
Quant Absolute Fund-Growth
3Y Returns11.97%
Invesco India Multicap Fund - Growth Option
3Y Returns18.04%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns15.06%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.67%
Invesco India Midcap Fund - Growth Option
3Y Returns22.99%