Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Nifty Next 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 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 -2.57% -2.57%
6 Month 6.33% 6.42%
1 Year -10.15% -10.19%
3 Year 17.85% 17.75%
5 Year - 19.98%

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 4.61% 4.62%
1 Year 0.09% 0.09%
3 Year 17.79% 17.81%
5 Year - 17.14%

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 18.88% 18.97%
Sharp 0.88% 0.87%
Beta 0.99% 1.00%
Alpha -0.66% -0.80%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns20.04%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns19.98%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns22.79%

VS

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns22.61%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns16.05%

VS

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns16.32%

Compare Now

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

3Y Returns13.59%

VS

LIC Nifty Next 50 Index Fund Growth LIC Nifty Next 50 Index Fund Growth

3Y Returns17.55%

Compare Now
Add to Cart Successfully