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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) | ₹643 Cr | ₹23249 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 | 2.64% | 3.6% |
| 6 Month | -0.93% | 6.71% |
| 1 Year | -5.86% | 5.72% |
| 3 Year | 22.49% | 18.07% |
| 5 Year | - | 20.15% |
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 | 8.96% | 9.09% |
| 1 Year | 4.05% | 14.04% |
| 3 Year | 19.43% | 15.23% |
| 5 Year | - | 15.16% |
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 | 18.88% | 12.69% |
| Sharp | 0.88% | 0.88% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.66% | -0.35% |
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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 | 3.29 | 0.9 |
| Large Cap | 87.02 | 98 |
| Mid Cap | 9.69 | 1.1 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.92 | 0.1 |
| Industrials | 14.61 | 6.02 |
| Consumer Cyclical | 10.29 | 11.05 |
| Healthcare | 6 | 3.65 |
| Consumer Defensive | 13.68 | 6.74 |
| Financial Services | 20.7 | 37.56 |
| Energy | 4.91 | 10.81 |
| Basic Materials | 10.01 | 5.8 |
| Utilities | 10.62 | 2.58 |
| Technology | 2 | 11.25 |
| Real Estate | 3.89 | - |
| Communication Services | 2.37 | 4.44 |
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