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) | ₹809 Cr | ₹2864 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 | -2.3% | 1.71% |
| 6 Month | 2.76% | 6.23% |
| 1 Year | -4.82% | 7.22% |
| 3 Year | 15.83% | 12.27% |
| 5 Year | - | 14.87% |
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 | 1.7% | 4.62% |
| 1 Year | 11.53% | 17.59% |
| 3 Year | 15.84% | 13.69% |
| 5 Year | - | 13.32% |
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% | 10.94% |
| 3 Year | 19.75% | 12.63% |
| 5 Year | - | 12.28% |
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 | 17.75% | 12.46% |
| Sharp | 0.65% | 0.65% |
| Beta | 1.00% | 0.99% |
| Alpha | -0.81% | -2.22% |
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 | 6.09 | 0.03 |
| Large Cap | 81.39 | 99.97 |
| Mid Cap | 12.51 | - |
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 | -0.08 | 0.03 |
| Industrials | 10.83 | - |
| Healthcare | 6.31 | - |
| Financial Services | 20.18 | - |
| Energy | 5.63 | - |
| Consumer Cyclical | 11.21 | - |
| Basic Materials | 12.7 | - |
| Consumer Defensive | 12.05 | - |
| Utilities | 13.08 | - |
| Technology | 2.26 | - |
| Real Estate | 3.52 | - |
| Communication Services | 2.3 | - |
| Petroleum Products | - | 8.53 |
| IT - Software | - | 9.9 |
| Construction | - | 4.01 |
| Ferrous Metals | - | 2.24 |
| Consumer Durables | - | 2.27 |
| Healthcare Services | - | 1.38 |
| Diversified FMCG | - | 5.28 |
| Non - Ferrous Metals | - | 1.04 |
| Banks | - | 29.81 |
| Pharmaceuticals & Biotechnology | - | 2.85 |
| Cement & Cement Products | - | 2.14 |
| Automobiles | - | 7.27 |
| Insurance | - | 1.41 |
| Agricultural Food & other Products | - | 0.64 |
| Oil | - | 0.84 |
| Food Products | - | 0.77 |
| Aerospace & Defense | - | 1.29 |
| Finance | - | 5.1 |
| Telecom - Services | - | 4.74 |
| Metals & Minerals Trading | - | 0.55 |
| Consumable Fuels | - | 0.75 |
| Transport Services | - | 1.04 |
| Power | - | 2.46 |
| Transport Infrastructure | - | 0.91 |
| Retailing | - | 2.75 |
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