HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare

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

HDFC Index Fund-NIFTY 50 Plan - Growth Plan

Overview

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹291 Cr	₹16593 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Mar 2021	01 Jul 2002
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	NIFTY 50 TRI
Turn Over	58.83%	8.28%
Expense Ratio	0.84	0.36
Manager	Devender Singhal	Arun Agarwal
ISIN Code	INF174KA1FX3	INF179K01KZ8
Exits Load	Nil/365	Exit load of 0.25% if redeemed within 3 days/365

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
1 Month	2.35%	1.06%
6 Month	28.46%	14.81%
1 Year	68.79%	30.71%
3 Year	23.05%	15.29%
5 Year	-	18.52%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
6 Month	-	-
1 Year	32.73%	11.36%
3 Year	56.94%	27.59%
5 Year	60.81%	56.72%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
1 Year	21.73%	19.05%
3 Year	63.51%	45.25%
5 Year	65.39%	62.66%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Standard Deviation	16.66%	12.46%
Sharp	0.94%	0.68%
Beta	1.14%	0.99%
Alpha	3.77%	-1.8%

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Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Name	Devender Singhal	Arun Agarwal
Total AUM	₹20480 Cr	₹110478 Cr
Fund Manage	12	14
	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Others	0.38	0.39
Large Cap	86.23	99.61
Mid Cap	13.28	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HDFC Index Fund-NIFTY 50 Plan - Growth Plan
Others	0.38	0.39
Electrical Equipment	5.2	-
Pharmaceuticals & Biotechnology	2.41	3.55
Personal Products	5.72	-
Finance	12.7	3.43
Banks	5.79	29.67
Aerospace & Defense	9.52	-
Cement & Cement Products	3.51	2.18
Insurance	3.34	1.22
Gas	3.08	-
Consumer Durables	2.74	2.56
Retailing	10.83	-
Agricultural Food & other Products	1.45	0.65
Beverages	2.87	-
Diversified Metals	2.93	-
Petroleum Products	2.78	10.5
Power	5.82	3.11
Realty	2.43	-
Chemicals & Petrochemicals	3.83	-
Auto Components	3.69	-
Leisure Services	1.38	-
Automobiles	2.52	8.02
Transport Services	3.21	-
Ferrous Metals	1.76	2.18
IT - Software	-	12.46
Construction	-	3.89
Diversified FMCG	-	5.76
Non - Ferrous Metals	-	0.95
Oil	-	1
Food Products	-	1.46
Telecom - Services	-	3.63
Metals & Minerals Trading	-	0.78
Healthcare Services	-	0.58
Consumable Fuels	-	1.01
Transport Infrastructure	-	1.02