UTI Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹423 Cr | ₹20351 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.94% | 0.84% |
6 Month | -8.11% | 0.22% |
1 Year | -5.39% | 6.48% |
3 Year | 22.01% | 17.05% |
5 Year | - | 20.9% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.79% | 6.4% |
1 Year | -1.62% | 7.16% |
3 Year | 18.42% | 13.63% |
5 Year | - | 14.29% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 13.21% |
3 Year | 19.93% | 13.03% |
5 Year | - | 12.99% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.661% | 13.113% |
Sharp | 0.536% | 0.35% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -2.47 | 0.7 |
Large Cap | 90.7 | 98.02 |
Mid Cap | 11.77 | 1.28 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -2.47 | -0.17 |
Industrials | 15.16 | 5.45 |
Healthcare | 5.69 | 3.83 |
Consumer Defensive | 10.93 | 7.65 |
Financial Services | 24.56 | 36.6 |
Basic Materials | 9.99 | 6.03 |
Utilities | 12.56 | 2.64 |
Technology | 2.47 | 13.17 |
Energy | 2.18 | 10.95 |
Real Estate | 3.68 | - |
Consumer Cyclical | 12.53 | 9.62 |
Communication Services | 2.73 | 4.25 |
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