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)	₹762 Cr	₹24336 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	2.65%	2.9%
6 Month	9.13%	5.96%
1 Year	1.4%	7.69%
3 Year	17.48%	13.09%
5 Year	-	17.52%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month	4.43%	3.92%
1 Year	14.23%	14.85%
3 Year	17.63%	13.19%
5 Year	-	13.21%

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%	12.87%
3 Year	19.75%	13.12%
5 Year	-	13.09%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation	17.75%	11.68%
Sharp	0.65%	0.59%
Beta	1.00%	1.00%
Alpha	-0.81%	-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	6.08	3.05
Large Cap	81.44	95.55
Mid Cap	12.48	1.4

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Others	-0.02	-0.07
Industrials	11.24	7.09
Consumer Cyclical	11.51	11.68
Healthcare	5.93	4.3
Consumer Defensive	12.47	6.79
Financial Services	20.01	36.5
Energy	5.37	10.37
Basic Materials	12.91	6.33
Utilities	12.8	2.56
Technology	2.11	9.91
Real Estate	3.43	-
Communication Services	2.25	4.54