HDFC Index Fund vs Kotak Nifty Next 50 Index Fund compare

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

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tortoise-icon HDFC Nifty 50 Index Fund - Growth Plan

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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 Very High
Asset Size (Cr) ₹346 Cr ₹18105 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 -8.12% -1.02%
6 Month -13.2% -3.71%
1 Year 13.69% 9.51%
3 Year 14.96% 11.49%
5 Year - 15.37%

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 1.42% 1.2%
3 Year 23.71% 13.44%
5 Year - 15.84%

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%

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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 0.28 -0.06
Large Cap 91.8 98.76
Mid Cap 8.46 1.3

Sector Allocation

Scheme Name

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

HDFC Nifty 50 Index Fund - Growth Plan

Others 0.28 -0.06
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 3.51
Personal Products 4.36 -
Finance 12.26 3.37
Banks 5.9 30.03
Aerospace & Defense 4.1 0.99
Cement & Cement Products 3.59 2.09
Insurance 4.26 1.21
Power 6.62 2.81
Gas 3.42 -
Consumer Durables 2.48 2.24
Retailing 5.88 1.49
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 14.06
Petroleum Products 3.29 8.3
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 7.38
Transport Services 4.04 -
Ferrous Metals 1.93 1.9
Construction - 4
Diversified FMCG - 6.19
Non - Ferrous Metals - 0.83
Agricultural Food & other Products - 0.56
Oil - 0.87
Food Products - 1.26
Telecom - Services - 4.01
Metals & Minerals Trading - 0.59
Healthcare Services - 0.7
Consumable Fuels - 0.82
Transport Infrastructure - 0.85

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