HSBC NIFTY NEXT 50 INDEX FUND vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹423 Cr | ₹130 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 Next 50 TRI |
Turn Over | 58.83% | 54% |
Expense Ratio | 0.6 | 0.8 |
Manager | Devender Singhal | Praveen Ayathan |
ISIN Code | INF174KA1FX3 | INF917K01D95 |
Exits Load | Data not available./365 | HSBC Nifty Next 50 Index Fund - 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 NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Month | -4.6% | -4.59% |
6 Month | -18.39% | -18.66% |
1 Year | 3.57% | 3.15% |
3 Year | 14.71% | 14.26% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -20.89% | -21.37% |
3 Year | 13.66% | 13.29% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
1 Year | 11.98% | 23.04% |
3 Year | 21.13% | 18.82% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Standard Deviation | 18.661% | 18.712% |
Sharp | 0.536% | 0.512% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | HSBC NIFTY NEXT 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 NEXT 50 INDEX FUND - Regular Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.28 | -0.29 |
Large Cap | 91.8 | 89.44 |
Mid Cap | 8.46 | 10.85 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth |
---|---|---|
Others | 0.28 | -0.29 |
Electrical Equipment | 6.94 | 5.08 |
Pharmaceuticals & Biotechnology | 6.2 | 5.49 |
Personal Products | 4.36 | 2.91 |
Finance | 12.26 | 14.56 |
Banks | 5.9 | 5.66 |
Aerospace & Defense | 4.1 | 3.27 |
Cement & Cement Products | 3.59 | 2.9 |
Insurance | 4.26 | 3.62 |
Power | 6.62 | 9.42 |
Gas | 3.42 | 2.75 |
Consumer Durables | 2.48 | 1.74 |
Retailing | 5.88 | 12.91 |
Beverages | 3.13 | 5.5 |
Diversified Metals | 4.24 | 3.1 |
IT - Software | 2.82 | 2.13 |
Petroleum Products | 3.29 | 2.11 |
Realty | 3.19 | 3.77 |
Chemicals & Petrochemicals | 2.51 | 1.84 |
Auto Components | 4.47 | 3.12 |
Leisure Services | 1.37 | 0.98 |
Automobiles | 3.26 | 2.29 |
Transport Services | 4.04 | 3.68 |
Ferrous Metals | 1.93 | 1.46 |
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