LIC MF Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹693 Cr | ₹342 Cr | ₹342 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 03 Mar 2021 | 05 Dec 2002 | 05 Dec 2002 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 58.83% | % | 40% |
Expense Ratio | 0.6 | 1.01 | 1.01 |
Manager | Devender Singhal | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF174KA1FX3 | INF767K01162 | INF767K01162 |
Exits Load | Data not available./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -2.57% | -2.93% | -2.93% |
6 Month | 6.33% | 5.63% | 5.63% |
1 Year | -10.15% | -0.51% | -0.51% |
3 Year | 17.85% | 13.05% | 13.05% |
5 Year | - | 17.49% | 17.49% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 4.61% | 3.23% | 3.23% |
1 Year | 0.09% | 5.44% | 5.44% |
3 Year | 17.79% | 12.35% | 12.35% |
5 Year | - | 13.09% | 13.09% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 7.55% | 12.29% | 12.29% |
3 Year | 20.2% | 11.65% | 11.65% |
5 Year | - | 11.6% | 11.6% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 18.88% | 12.45% | 12.45% |
Sharp | 0.88% | 0.64% | 0.64% |
Beta | 0.99% | 0.99% | 0.99% |
Alpha | -0.66% | -2.33% | -2.33% |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Name | Devender Singhal | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹20480 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 12 | 6 | 6 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 2.4 | 3.51 | 3.51 |
Large Cap | 87.93 | 95.36 | 95.36 |
Mid Cap | 9.68 | 1.12 | 1.12 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | -0.03 | 0.52 | 0.52 |
Industrials | 14.82 | 5.94 | 5.94 |
Consumer Cyclical | 10.76 | 11.08 | 11.08 |
Healthcare | 6.16 | 3.54 | 3.54 |
Consumer Defensive | 13.13 | 6.47 | 6.47 |
Financial Services | 20.94 | 37.23 | 37.23 |
Energy | 5 | 10.93 | 10.93 |
Basic Materials | 10.05 | 5.89 | 5.89 |
Utilities | 10.78 | 2.54 | 2.54 |
Technology | 2.07 | 11.18 | 11.18 |
Real Estate | 3.88 | - | - |
Communication Services | 2.42 | 4.68 | 4.68 |
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