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) | ₹762 Cr | ₹2679 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 | -0.47% | 2.02% |
6 Month | 8.26% | 9.04% |
1 Year | -6.23% | 4.81% |
3 Year | 17.78% | 14.36% |
5 Year | - | 17.21% |
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 | 2.36% | 3.05% |
1 Year | 10.31% | 14.21% |
3 Year | 16.94% | 13.14% |
5 Year | - | 13.09% |
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 | 6.85% | 11.21% |
3 Year | 19.75% | 12.57% |
5 Year | - | 12.2% |
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 | 17.73% | 11.76% |
Sharp | 0.60% | 0.59% |
Beta | 0.99% | 1.00% |
Alpha | -0.80% | -0.59% |
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 | 6.08 | 3.05 |
Large Cap | 81.44 | 95.55 |
Mid Cap | 12.48 | 1.4 |
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 | -0.02 | -0.07 |
Industrials | 11.24 | 7.09 |
Consumer Cyclical | 11.51 | 11.68 |
Healthcare | 5.93 | 4.3 |
Consumer Defensive | 12.47 | 6.79 |
Financial Services | 20.01 | 36.5 |
Energy | 5.37 | 10.37 |
Basic Materials | 12.91 | 6.33 |
Utilities | 12.8 | 2.56 |
Technology | 2.11 | 9.91 |
Real Estate | 3.43 | - |
Communication Services | 2.25 | 4.54 |
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