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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 | 5.12% | 5.11% |
| 6 Month | -0.42% | -0.45% |
| 1 Year | 1.19% | 1.11% |
| 3 Year | 20.73% | 20.62% |
| 5 Year | - | 23.56% |
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 | -1.88% | -1.86% |
| 1 Year | -16.3% | -16.33% |
| 3 Year | 14.72% | 14.73% |
| 5 Year | - | 15.42% |
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 | - | - |
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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 |
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