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UTI Nifty Next 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹693 Cr | ₹5551 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Mar 2021 | 28 Jun 2018 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | Nifty Next 50 TRI |
| Turn Over | 58.83% | 49% |
| Expense Ratio | 0.6 | 0.8 |
| Manager | Devender Singhal | Deepesh Agarwal |
| ISIN Code | INF174KA1FX3 | INF789FC11T3 |
| 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 Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.85% | -3.84% |
| 6 Month | 4.94% | 5.03% |
| 1 Year | -10.73% | -10.77% |
| 3 Year | 16.81% | 16.7% |
| 5 Year | - | 19.65% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.62% | 3.65% |
| 1 Year | -2.8% | -2.77% |
| 3 Year | 16% | 16.04% |
| 5 Year | - | 15.99% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.55% | 8.17% |
| 3 Year | 20.2% | 17.14% |
| 5 Year | - | 18.97% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.06% | 18.14% |
| Sharp | 0.64% | 0.64% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.66% | -0.80% |
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Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 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 Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.4 | 2.63 |
| Large Cap | 87.93 | 87.72 |
| Mid Cap | 9.68 | 9.65 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -0.03 | 0.21 |
| Industrials | 14.82 | 14.79 |
| Consumer Cyclical | 10.76 | 10.74 |
| Healthcare | 6.16 | 6.15 |
| Consumer Defensive | 13.13 | 13.1 |
| Financial Services | 20.94 | 20.89 |
| Energy | 5 | 4.99 |
| Basic Materials | 10.05 | 10.02 |
| Utilities | 10.78 | 10.76 |
| Technology | 2.07 | 2.06 |
| Real Estate | 3.88 | 3.87 |
| Communication Services | 2.42 | 2.42 |
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