Nippon India Nifty Midcap 150 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹643 Cr | ₹1743 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 17 Feb 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Midcap 150 TRI |
Turn Over | 58.83% | 36% |
Expense Ratio | 0.6 | 0.8 |
Manager | Devender Singhal | Himanshu Mange |
ISIN Code | INF174KA1FX3 | INF204KB15Z3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.56% | 3.27% |
6 Month | -0.63% | 1.98% |
1 Year | -4.21% | 4.47% |
3 Year | 22.94% | 29.13% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 10.05% | 12.91% |
1 Year | 3.75% | 13.93% |
3 Year | 20.43% | 24.48% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 22.61% |
3 Year | 19.93% | 24.62% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.44% | 16.97% |
Sharp | 0.69% | 1.05% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -0.93% |
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 Nifty Midcap 150 Index Fund - Regular 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 Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.29 | 1.99 |
Large Cap | 87.02 | 4.99 |
Mid Cap | 9.69 | 90.03 |
Small Cap | - | 2.99 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.92 | 0.35 |
Industrials | 14.61 | 19.8 |
Consumer Cyclical | 10.29 | 10.15 |
Healthcare | 6 | 11.12 |
Consumer Defensive | 13.68 | 3.55 |
Financial Services | 20.7 | 21.99 |
Energy | 4.91 | 2.54 |
Basic Materials | 10.01 | 11.17 |
Utilities | 10.62 | 3.4 |
Technology | 2 | 9.67 |
Real Estate | 3.89 | 3.1 |
Communication Services | 2.37 | 3.15 |
Top Comparisons
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.49%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.41%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns18.2%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns14.33%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns21.56%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns24.75%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns18.96%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns24.75%