Kotak Nifty Next 50 Index Fund vs LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth compare

Link copied to clipboard!

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

Invest Now

tortoise-icon IDBI Nifty Next 50 Index Fund Growth

Invest Now

tortoise-icon LIC MF 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 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) ₹291 Cr ₹90 Cr ₹90 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 0.84 0.9 0.9
Manager Devender Singhal Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF174KA1FX3 INF397L01174 INF397L01174
Exits Load Nil/365 /365 /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 2.35% 2.29% 2.29%
6 Month 28.46% 28.31% 28.31%
1 Year 68.79% 68.38% 68.38%
3 Year 23.05% 22.75% 22.75%
5 Year - 23.13% 23.13%

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 - - -
1 Year 32.73% 32.61% 32.61%
3 Year 56.94% 56.36% 56.36%
5 Year 60.81% 90.57% 90.57%

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 21.73% 24.09% 24.09%
3 Year 63.51% 61.53% 61.53%
5 Year 65.39% 96.33% 96.33%

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 16.66% 16.66% 16.66%
Sharp 0.94% 0.93% 0.93%
Beta 1.14% 1.14% 1.14%
Alpha 3.77% 3.51% 3.51%

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 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
Fund Manage 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 0.38 0.47 2.58
Large Cap 86.23 89.47 87.69
Mid Cap 13.28 10.08 9.74

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 0.38 0.47 0.63
Electrical Equipment 5.2 - -
Pharmaceuticals & Biotechnology 2.41 - -
Personal Products 5.72 - -
Finance 12.7 - -
Banks 5.79 - -
Aerospace & Defense 9.52 - -
Cement & Cement Products 3.51 - -
Insurance 3.34 3.76 3.42
Gas 3.08 - -
Consumer Durables 2.74 - -
Retailing 10.83 - -
Agricultural Food & other Products 1.45 - -
Beverages 2.87 - -
Diversified Metals 2.93 - -
Petroleum Products 2.78 - -
Power 5.82 - -
Realty 2.43 - -
Chemicals & Petrochemicals 3.83 - -
Auto Components 3.69 - -
Leisure Services 1.38 - -
Automobiles 2.52 - -
Transport Services 3.21 - -
Ferrous Metals 1.76 - -
Capital Goods - 15.66 18.4
Healthcare - 2.47 2.46
Consumer Staples - 10 9.84
Financial - 19.92 19.14
Materials - 4.3 4.1
Energy - 11.68 11.21
Services - 14.69 14.04
Metals & Mining - 4.48 4.84
Construction - 2.93 2.6
Chemicals - 2.38 2.24
Automobile - 5.33 5.5
Diversified - 1.95 1.59

Top Comparisons

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns12.85%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns13.4%

Compare Now

Kotak Dynamic Bond Fund Regular Plan Growth Kotak Dynamic Bond Fund Regular Plan Growth

3Y Returns5.91%

VS

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns4.54%

Compare Now

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns3.44%

VS

Sundaram Global Brand Fund Regular Plan - Growth Sundaram Global Brand Fund Regular Plan - Growth

3Y Returns6.7%

Compare Now

HDFC Multi-Asset Fund - Growth Option HDFC Multi-Asset Fund - Growth Option

3Y Returns13.59%

VS

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns16.92%

Compare Now
Request call back
Add to Cart Successfully