HDFC 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 HDFC Nifty 50 Index Fund - Growth Plan

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 HDFC Nifty 50 Index Fund - Growth Plan
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹341 Cr ₹16593 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Mar 2021 07 Jan 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 0.74 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

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
1 Month -8.74% -5.26%
6 Month 0.97% 5.25%
1 Year 44.55% 20.29%
3 Year 15.91% 10.61%
5 Year - 15.1%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
6 Month - -
1 Year 24.15% 13.11%
3 Year 27.76% 16.43%
5 Year - 17.6%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HDFC Nifty 50 Index Fund - Growth Plan
1 Year 9.19% 14.52%
3 Year 22.16% 12.79%
5 Year - 12.41%

Risk Management

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

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 HDFC Nifty 50 Index Fund - 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 Nifty 50 Index Fund - Growth Plan

Market Cap

Scheme Name

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

HDFC Nifty 50 Index Fund - Growth Plan

Others 0.28 0
Large Cap 91.8 100
Mid Cap 8.46 -

Sector Allocation

Scheme Name

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

HDFC Nifty 50 Index Fund - Growth Plan

Others 0.28 0
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 3.29
Personal Products 4.36 -
Finance 12.26 3.65
Banks 5.9 27.91
Aerospace & Defense 4.1 0.86
Cement & Cement Products 3.59 2.06
Insurance 4.26 1.37
Power 6.62 3.19
Gas 3.42 -
Consumer Durables 2.48 2.67
Retailing 5.88 1.42
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 12.76
Petroleum Products 3.29 9.26
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 8.09
Transport Services 4.04 -
Ferrous Metals 1.93 2.06
Construction - 3.74
Diversified FMCG - 6.43
Non - Ferrous Metals - 0.95
Agricultural Food & other Products - 0.67
Oil - 1
Food Products - 1.47
Telecom - Services - 3.96
Metals & Minerals Trading - 0.64
Healthcare Services - 0.63
Consumable Fuels - 1
Transport Infrastructure - 0.92

Top Comparisons

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns5.92%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns5.66%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns6.18%

VS

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.07%

Compare Now

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns5.98%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns6.27%

Compare Now

Franklin India Bluechip Fund-Growth Franklin India Bluechip Fund-Growth

3Y Returns10.17%

VS

HDFC Top 100 Fund - Growth Option - Regular Plan HDFC Top 100 Fund - Growth Option - Regular Plan

3Y Returns15.89%

Compare Now
Request call back
Add to Cart Successfully