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

Link copied to clipboard!

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

Invest Now

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Invest Now

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)	₹706 Cr	₹23731 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	-2.21%	-1.44%
6 Month	15.37%	11.17%
1 Year	-11.96%	-1.96%
3 Year	15.4%	13.05%
5 Year	-	16.97%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month	-0.23%	-0.13%
1 Year	-1.85%	3.58%
3 Year	15.09%	11.11%
5 Year	-	12.57%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year	7.55%	13.01%
3 Year	20.2%	13.16%
5 Year	-	13.03%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	18.06%	12.13%
Sharp	0.64%	0.60%
Beta	0.99%	1.00%
Alpha	-0.67%	-0.34%

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	2.44	3.12
Large Cap	87.89	95.74
Mid Cap	9.67	1.14

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Others	0.11	0.25
Industrials	14.57	5.91
Consumer Cyclical	11	11.29
Healthcare	6.34	3.77
Consumer Defensive	13.89	6.73
Financial Services	20.28	37.76
Energy	5.1	10.52
Basic Materials	10	6.11
Utilities	10.69	2.58
Technology	2.04	10.42
Real Estate	3.65	-
Communication Services	2.33	4.64