HSBC NIFTY NEXT 50 INDEX FUND vs Kotak Nifty Next 50 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Invest Now

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 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 Very High
Asset Size (Cr) ₹341 Cr ₹127 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 0.74 0.8
Manager Devender Singhal Praveen Ayathan
ISIN Code INF174KA1FX3 INF917K01D95
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

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 -8.74% -8.76%
6 Month 0.97% 0.84%
1 Year 44.55% 44.43%
3 Year 15.91% 15.52%
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 24.15% 23.95%
3 Year 27.76% 27.51%
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 9.19% 22.34%
3 Year 22.16% 19.05%
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 16.66% 16.7%
Sharp 0.94% 0.92%
Beta 1.14% 1.15%
Alpha 3.77% 3.38%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.07
Large Cap 91.8 88.15
Mid Cap 8.46 9.78

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 0.11
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 -
Personal Products 4.36 -
Finance 12.26 -
Banks 5.9 -
Aerospace & Defense 4.1 -
Cement & Cement Products 3.59 -
Insurance 4.26 3.42
Power 6.62 -
Gas 3.42 -
Consumer Durables 2.48 -
Retailing 5.88 -
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 -
Petroleum Products 3.29 -
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 -
Transport Services 4.04 -
Ferrous Metals 1.93 -
Capital Goods - 18.48
Healthcare - 2.47
Consumer Staples - 9.91
Financial - 19.27
Materials - 4.12
Energy - 11.26
Services - 14.11
Metals & Mining - 4.85
Construction - 2.6
Chemicals - 2.24
Automobile - 5.57
Diversified - 1.59

Top Comparisons

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns16.7%

VS

Nippon India Asset Allocator FoF - Regular Plan - Growth Option Nippon India Asset Allocator FoF - Regular Plan - Growth Option

3Y Returns16.33%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.41%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.41%

Compare Now

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns6.22%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.24%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.8%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns5.83%

Compare Now
Request call back
Add to Cart Successfully