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HSBC NIFTY 50 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 HSBC NIFTY 50 INDEX FUND - Regular Growth

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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 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) ₹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 Index
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 2.9% 3.44%
6 Month -7.91% -0.49%
1 Year 0.63% 8.2%
3 Year 15.11% 13.19%
5 Year - 21.14%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option HSBC NIFTY 50 INDEX FUND - Regular Growth
6 Month 0.72% 2.94%
1 Year -11.34% 0.86%
3 Year 18.18% 13.13%
5 Year - 14.4%

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% 13.095%
Sharp 0.536% 0.338%
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
Funds Managed 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 -2.47 0.91
Large Cap 90.7 97.82
Mid Cap 11.77 1.27

Sector Allocation

Scheme Name

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

HSBC NIFTY 50 INDEX FUND - Regular Growth

Others -2.47 0.05
Industrials 15.16 5.74
Healthcare 5.69 3.91
Consumer Defensive 10.93 8
Financial Services 24.56 34.33
Basic Materials 9.99 5.84
Utilities 12.56 2.75
Technology 2.47 13.97
Energy 2.18 10.97
Real Estate 3.68 -
Consumer Cyclical 12.53 10.32
Communication Services 2.73 4.13

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