HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
HDFC Nifty 50 Index Fund - Growth Plan
Chart Comparison
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 | Very High |
Asset Size (Cr) | ₹423 Cr | ₹18383 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 18 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 | 0.6 | 0.36 |
Manager | Devender Singhal | Arun Agarwal |
ISIN Code | INF174KA1FX3 | INF179K01KZ8 |
Exits Load | Data not available./365 | HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./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 | -5.49% | -3.91% |
6 Month | -21.05% | -10.13% |
1 Year | -2.28% | 0.64% |
3 Year | 13.97% | 11.43% |
5 Year | - | 17.26% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HDFC Nifty 50 Index Fund - Growth Plan |
---|---|---|
6 Month | -13.05% | -6.5% |
1 Year | -27.41% | -10.54% |
3 Year | 12.16% | 8.99% |
5 Year | - | 12.53% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HDFC Nifty 50 Index Fund - Growth Plan |
---|---|---|
1 Year | 11.98% | 14.46% |
3 Year | 21.13% | 12.72% |
5 Year | - | 12.47% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HDFC Nifty 50 Index Fund - Growth Plan |
---|---|---|
Standard Deviation | 18.661% | 13.108% |
Sharp | 0.536% | 0.344% |
Beta | - | - |
Alpha | - | - |
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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 | -2.47423 | 0.9096 |
Large Cap | 90.70267 | 97.8175 |
Mid Cap | 11.77155 | 1.27289 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HDFC Nifty 50 Index Fund - Growth Plan |
---|---|---|
Others | -2.47423 | 0.04645 |
Industrials | 15.15717 | 5.73559 |
Healthcare | 5.68987 | 3.90887 |
Consumer Defensive | 10.92849 | 8.00392 |
Financial Services | 24.55996 | 34.33186 |
Basic Materials | 9.98752 | 5.84227 |
Utilities | 12.56197 | 2.74687 |
Technology | 2.47447 | 13.9652 |
Energy | 2.17752 | 10.96598 |
Real Estate | 3.67664 | - |
Consumer Cyclical | 12.52768 | 10.32235 |
Communication Services | 2.73293 | 4.13063 |
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