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) | ₹423 Cr | ₹314 Cr | ₹314 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 | 2.94% | 0.78% | 0.78% |
6 Month | -8.11% | -0.15% | -0.15% |
1 Year | -5.39% | 5.66% | 5.66% |
3 Year | 22.01% | 16.17% | 16.17% |
5 Year | - | 19.87% | 19.87% |
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 | 7.79% | 6.2% | 6.2% |
1 Year | -1.62% | 6.38% | 6.38% |
3 Year | 18.42% | 12.76% | 12.76% |
5 Year | - | 13.39% | 13.39% |
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 | 8.8% | 12.43% | 12.43% |
3 Year | 19.93% | 11.59% | 11.59% |
5 Year | - | 11.55% | 11.55% |
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 | 18.661% | 12.45% | 12.45% |
Sharp | 0.536% | 0.64% | 0.64% |
Beta | - | 0.99% | 0.99% |
Alpha | - | -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 | -2.47 | 0.23 | 0.23 |
Large Cap | 90.7 | 98.61 | 98.61 |
Mid Cap | 11.77 | 1.13 | 1.13 |
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 | -2.47 | 0.23 | 0.23 |
Industrials | 15.16 | - | - |
Healthcare | 5.69 | - | - |
Consumer Defensive | 10.93 | - | - |
Financial Services | 24.56 | - | - |
Basic Materials | 9.99 | - | - |
Utilities | 12.56 | - | - |
Technology | 2.47 | - | - |
Energy | 2.18 | - | - |
Real Estate | 3.68 | - | - |
Consumer Cyclical | 12.53 | - | - |
Communication Services | 2.73 | - | - |
Petroleum Products | - | 8.65 | 8.65 |
IT - Software | - | 11.25 | 11.25 |
Construction | - | 3.59 | 3.59 |
Ferrous Metals | - | 1.95 | 1.95 |
Consumer Durables | - | 2.28 | 2.28 |
Diversified FMCG | - | 5.48 | 5.48 |
Non - Ferrous Metals | - | 0.82 | 0.82 |
Banks | - | 31.4 | 31.4 |
Pharmaceuticals & Biotechnology | - | 3.2 | 3.2 |
Cement & Cement Products | - | 2.18 | 2.18 |
Automobiles | - | 7.03 | 7.03 |
Insurance | - | 1.44 | 1.44 |
Agricultural Food & other Products | - | 0.69 | 0.69 |
Oil | - | 0.86 | 0.86 |
Food Products | - | 0.78 | 0.78 |
Aerospace & Defense | - | 1.02 | 1.02 |
Finance | - | 4.57 | 4.57 |
Telecom - Services | - | 4.48 | 4.48 |
Metals & Minerals Trading | - | 0.54 | 0.54 |
Healthcare Services | - | 0.63 | 0.63 |
Consumable Fuels | - | 0.8 | 0.8 |
Power | - | 2.78 | 2.78 |
Transport Infrastructure | - | 0.82 | 0.82 |
Retailing | - | 2.5 | 2.5 |
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