Nippon India Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹643 Cr | ₹2483 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 01 Oct 2010 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 58.83% | 6% |
Expense Ratio | 0.6 | 0.42 |
Manager | Devender Singhal | Himanshu Mange |
ISIN Code | INF174KA1FX3 | INF204K01IE3 |
Exits Load | Data not available./365 | Nippon India Index Fund - Nifty 50 Plan - 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 | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
1 Month | 2.64% | 3.59% |
6 Month | -0.93% | 6.6% |
1 Year | -5.86% | 5.49% |
3 Year | 22.49% | 17.74% |
5 Year | - | 19.48% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
6 Month | 8.96% | 9.03% |
1 Year | 4.05% | 13.82% |
3 Year | 19.43% | 14.96% |
5 Year | - | 14.72% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 11.52% |
3 Year | 19.93% | 12.46% |
5 Year | - | 12.11% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 19.44% | 13.11% |
Sharp | 0.69% | 0.63% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -0.64% |
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 | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Name | Devender Singhal | Himanshu Mange |
Total AUM | ₹20480 Cr | ₹0 Cr |
Funds Managed | 12 | 10 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Others | 3.29 | 1.01 |
Large Cap | 87.02 | 97.89 |
Mid Cap | 9.69 | 1.1 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option |
---|---|---|
Others | 0.92 | 0.21 |
Industrials | 14.61 | 6.02 |
Consumer Cyclical | 10.29 | 11.03 |
Healthcare | 6 | 3.65 |
Consumer Defensive | 13.68 | 6.73 |
Financial Services | 20.7 | 37.52 |
Energy | 4.91 | 10.8 |
Basic Materials | 10.01 | 5.79 |
Utilities | 10.62 | 2.58 |
Technology | 2 | 11.24 |
Real Estate | 3.89 | - |
Communication Services | 2.37 | 4.44 |
Top Comparisons
HDFC Overnight Fund - Growth Option
3Y Returns6.3%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
DSP Bond Fund - Growth
3Y Returns7.85%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.21%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns20.74%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns19.73%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.48%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.89%