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

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	Very High
Asset Size (Cr)	₹291 Cr	₹272 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	0.84	0.45
Manager	Devender Singhal	Praveen Ayathan
ISIN Code	INF174KA1FX3	INF917K01D38
Exits Load	Nil/365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Month	2.35%	1.05%
6 Month	28.46%	14.75%
1 Year	68.79%	30.63%
3 Year	23.05%	15.2%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month	-	-
1 Year	32.73%	11.33%
3 Year	56.94%	27.43%
5 Year	60.81%	47.07%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
1 Year	21.73%	19.4%
3 Year	63.51%	42.02%
5 Year	65.39%	50.97%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Standard Deviation	16.66%	12.45%
Sharp	0.94%	0.68%
Beta	1.14%	0.99%
Alpha	3.77%	-1.88%

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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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0.38	1.15
Large Cap	86.23	98.18
Mid Cap	13.28	0.67

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	HSBC NIFTY 50 INDEX FUND - Regular Growth
Others	0.38	0.31
Electrical Equipment	5.2	-
Pharmaceuticals & Biotechnology	2.41	-
Personal Products	5.72	-
Finance	12.7	-
Banks	5.79	-
Aerospace & Defense	9.52	-
Cement & Cement Products	3.51	-
Insurance	3.34	1.21
Gas	3.08	-
Consumer Durables	2.74	-
Retailing	10.83	-
Agricultural Food & other Products	1.45	-
Beverages	2.87	-
Diversified Metals	2.93	-
Petroleum Products	2.78	-
Power	5.82	-
Realty	2.43	-
Chemicals & Petrochemicals	3.83	-
Auto Components	3.69	-
Leisure Services	1.38	-
Automobiles	2.52	-
Transport Services	3.21	-
Ferrous Metals	1.76	-
Energy	-	14.49
Technology	-	12.02
Construction	-	4.36
Metals & Mining	-	3.23
Materials	-	4.44
Consumer Staples	-	8.01
Financial	-	32.8
Healthcare	-	4.19
Automobile	-	8.03
Consumer Discretionary	-	1.36
Communication	-	3.59
Services	-	1.96