HSBC NIFTY 50 INDEX FUND vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹423 Cr | ₹293 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Mar 2021 | 16 Apr 2020 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 58.83% | 8% |
Expense Ratio | 0.6 | 0.45 |
Manager | Devender Singhal | Praveen Ayathan |
ISIN Code | INF174KA1FX3 | INF917K01D38 |
Exits Load | Data not available./365 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -4.6% | -0.86% |
6 Month | -18.39% | -7.82% |
1 Year | 3.57% | 4.09% |
3 Year | 14.71% | 10.55% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -18.19% | -5.17% |
3 Year | 15.15% | 10.68% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 11.98% | 19.31% |
3 Year | 21.13% | 15.84% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.661% | 12.699% |
Sharp | 0.536% | 0.429% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Name | Devender Singhal | Praveen Ayathan |
Total AUM | ₹20480 Cr | ₹3762 Cr |
Fund Manage | 12 | 5 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.28 | -0.02 |
Large Cap | 91.8 | 98.72 |
Mid Cap | 8.46 | 1.3 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.28 | -0.02 |
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 | 2.08 |
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 | 7.37 |
Transport Services | 4.04 | - |
Ferrous Metals | 1.93 | 1.89 |
Construction | - | 4 |
Diversified FMCG | - | 6.19 |
Non - Ferrous Metals | - | 0.82 |
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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