UTI Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare

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Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹840 Cr	₹26492 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Mar 2021	28 Mar 2000
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	NIFTY 50 TRI
Turn Over	58.83%	5%
Expense Ratio	0.6	0.25
Manager	Devender Singhal	Deepesh Agarwal
ISIN Code	INF174KA1FX3	INF789F01JN2
Exits Load	Data not available./365	Data not available./365

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Month	2.7%	-0.06%
6 Month	3.03%	3.17%
1 Year	5.42%	11.91%
3 Year	18.91%	14.51%
5 Year	-	14.06%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month	3.02%	4.53%
1 Year	14.44%	16.81%
3 Year	15.54%	13.28%
5 Year	-	13.12%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year	6.85%	13.26%
3 Year	19.75%	13.49%
5 Year	-	13.2%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	16.66%	12.47%
Sharp	-	-
Beta	-	-
Alpha	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Name	Devender Singhal	Deepesh Agarwal
Total AUM	₹20480 Cr	₹35015 Cr
Funds Managed	12	9
	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Others	0.11	0.02
Large Cap	93.14	99.99
Mid Cap	6.75	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Others	0.11	0.02
Electrical Equipment	5.64	-
Pharmaceuticals & Biotechnology	6.26	2.97
Finance	10.88	5.15
Banks	6.38	30.23
Petroleum Products	5.62	8.87
Leisure Services	2.83	-
Aerospace & Defense	3.73	1.23
Cement & Cement Products	3.02	2.03
Insurance	2.92	1.43
Automobiles	5.06	6.79
Personal Products	1.99	-
Power	9.35	2.31
Gas	2.05	-
Consumer Durables	1.57	2.44
Retailing	4.79	2.54
Beverages	4.67	-
Diversified Metals	3.86	-
IT - Software	2.45	10.31
Food Products	2.98	0.76
Industrial Manufacturing	0.88	-
Non - Ferrous Metals	0.91	0.98
Realty	3.41	-
Chemicals & Petrochemicals	3.37	-
Auto Components	3.58	-
Ferrous Metals	1.69	2.07
Construction	-	4
Healthcare Services	-	1.34
Diversified FMCG	-	5.09
Agricultural Food & other Products	-	0.64
Oil	-	0.79
Telecom - Services	-	4.79
Metals & Minerals Trading	-	0.5
Consumable Fuels	-	0.71
Transport Services	-	1.08
Transport Infrastructure	-	0.94