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

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

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tortoise-icon 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) ₹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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