Kotak Nifty Next 50 Index Fund vs HSBC 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 NEXT 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 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) ₹291 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 0.84 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 2.35% 2.33%
6 Month 28.46% 28.35%
1 Year 68.79% 68.68%
3 Year 23.05% 22.61%
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 32.73% 32.66%
3 Year 56.94% 56.32%
5 Year 60.81% 79.39%

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 21.73% 26.17%
3 Year 63.51% 63.16%
5 Year 65.39% 83.28%

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%

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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

Large Cap 86.23 88.15
Mid Cap 13.28 9.78
Others 0.38 2.07

Sector Allocation

Scheme Name

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

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

Retailing 10.83 -
Aerospace & Defense 9.52 -
Power 5.82 -
Finance 12.7 -
Transport Services 3.21 -
Electrical Equipment 5.2 -
Diversified Metals 2.93 -
Petroleum Products 2.78 -
Gas 3.08 -
Automobiles 2.52 -
Realty 2.43 -
Personal Products 5.72 -
Auto Components 3.69 -
Banks 5.79 -
Chemicals & Petrochemicals 3.83 -
Consumer Durables 2.74 -
Insurance 3.34 3.42
Cement & Cement Products 3.51 -
Ferrous Metals 1.76 -
Beverages 2.87 -
Agricultural Food & other Products 1.45 -
Leisure Services 1.38 -
Pharmaceuticals & Biotechnology 2.41 -
Others 0.38 0.11
Capital Goods - 18.48
Services - 14.11
Energy - 11.26
Financial - 19.27
Metals & Mining - 4.85
Construction - 2.6
Automobile - 5.57
Consumer Staples - 9.91
Chemicals - 2.24
Materials - 4.12
Diversified - 1.59
Healthcare - 2.47

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