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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) | ₹708 Cr | ₹329 Cr | ₹329 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 | 3.16% | 1.71% | 1.71% |
| 6 Month | 16.56% | 12.27% | 12.27% |
| 1 Year | -8.82% | -0.95% | -0.95% |
| 3 Year | 14.73% | 11.99% | 11.99% |
| 5 Year | - | 16.85% | 16.85% |
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 | 3.51% | 2.98% | 2.98% |
| 1 Year | 7.84% | 10.06% | 10.06% |
| 3 Year | 17.25% | 11.93% | 11.93% |
| 5 Year | - | 12.29% | 12.29% |
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 | 17.87% | 12.45% | 12.45% |
| Sharp | 0.49% | 0.64% | 0.64% |
| Beta | 0.99% | 0.99% | 0.99% |
| Alpha | -0.68% | -2.33% | -2.33% |
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 | 2.44 | 3.38 | 3.38 |
| Large Cap | 87.89 | 95.48 | 95.48 |
| Mid Cap | 9.67 | 1.14 | 1.14 |
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 | 0.11 | 0.53 | 0.53 |
| Industrials | 14.57 | 5.9 | 5.9 |
| Consumer Cyclical | 11 | 11.25 | 11.25 |
| Healthcare | 6.34 | 3.76 | 3.76 |
| Consumer Defensive | 13.89 | 6.71 | 6.71 |
| Financial Services | 20.28 | 37.68 | 37.68 |
| Energy | 5.1 | 10.5 | 10.5 |
| Basic Materials | 10 | 6.08 | 6.08 |
| Utilities | 10.69 | 2.57 | 2.57 |
| Technology | 2.04 | 10.39 | 10.39 |
| Real Estate | 3.65 | - | - |
| Communication Services | 2.33 | 4.63 | 4.63 |
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