Kotak Nifty Next 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
IDBI Nifty Next 50 Index Fund Growth
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹423 Cr | ₹89 Cr | ₹89 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 03 Mar 2021 | 20 Sep 2010 | 20 Sep 2010 |
Category | Index Fund | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 58.83% | 47% | % |
Expense Ratio | 0.6 | 0.9 | 0.9 |
Manager | Devender Singhal | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF174KA1FX3 | INF397L01174 | INF397L01174 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Month | 10.4% | 10.49% | 10.49% |
6 Month | -18.28% | -18.35% | -18.35% |
1 Year | 1.29% | 1.01% | 1.01% |
3 Year | 14.74% | 14.42% | 14.42% |
5 Year | - | 24.38% | 24.38% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
6 Month | -6.82% | -6.84% | -6.84% |
1 Year | -17.44% | -17.64% | -17.64% |
3 Year | 16.97% | 16.66% | 16.66% |
5 Year | - | 17.09% | 17.09% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
1 Year | 11.98% | 10.53% | 10.53% |
3 Year | 21.13% | 15.19% | 15.19% |
5 Year | - | 12.43% | 12.43% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Standard Deviation | 18.661% | 19.574% | 19.574% |
Sharp | 0.536% | 0.371% | 0.371% |
Beta | - | - | - |
Alpha | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Name | Devender Singhal | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹20480 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 12 | 6 | 6 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | IDBI Nifty Next 50 Index Fund Growth | LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | -2.47 | 0.26 | 0.26 |
Large Cap | 90.7 | 88.05 | 88.05 |
Mid Cap | 11.77 | 11.69 | 11.69 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
IDBI Nifty Next 50 Index Fund Growth |
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth |
---|---|---|---|
Others | -2.47 | 0.26 | 0.26 |
Industrials | 15.16 | 14.26 | 14.26 |
Healthcare | 5.69 | 5.8 | 5.8 |
Consumer Defensive | 10.93 | 10.43 | 10.43 |
Financial Services | 24.56 | 23.81 | 23.81 |
Basic Materials | 9.99 | 10.15 | 10.15 |
Utilities | 12.56 | 12.04 | 12.04 |
Technology | 2.47 | 2.1 | 2.1 |
Energy | 2.18 | 2.08 | 2.08 |
Real Estate | 3.68 | 3.51 | 3.51 |
Consumer Cyclical | 12.53 | 12.89 | 12.89 |
Communication Services | 2.73 | 2.67 | 2.67 |
Top Comparisons
Kotak Money Market Scheme - (Growth)
3Y Returns7%
Kotak Money Market Scheme - (Growth)
3Y Returns7%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.68%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns10.27%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns15.04%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns8.48%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.22%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.18%