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

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

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tortoise-icon IDBI Nifty Next 50 Index Fund Growth

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tortoise-icon LIC MF 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 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) ₹346 Cr ₹94 Cr ₹94 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 1.92% 1.87% 1.87%
6 Month -4.44% -4.57% -4.57%
1 Year 31.85% 31.55% 31.55%
3 Year 18.45% 18.14% 18.14%
5 Year - 19.14% 19.14%

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 11.82% 11.51% 11.51%
3 Year 25.81% 25.48% 25.48%
5 Year - 22.75% 22.75%

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 9.19% 10.1% 10.1%
3 Year 22.16% 15.15% 15.15%
5 Year - 12.16% 12.16%

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%

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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 0.28 0.3 2.58
Large Cap 91.8 91.2 87.69
Mid Cap 8.46 8.46 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 0.28 0.3 0.63
Electrical Equipment 6.94 6.95 -
Pharmaceuticals & Biotechnology 6.2 6.91 -
Personal Products 4.36 4.28 -
Finance 12.26 12.13 -
Banks 5.9 6.18 -
Aerospace & Defense 4.1 4.31 -
Cement & Cement Products 3.59 3.67 -
Insurance 4.26 4.26 3.42
Power 6.62 6.54 -
Gas 3.42 3.13 -
Consumer Durables 2.48 2.21 -
Retailing 5.88 5.75 -
Beverages 3.13 3.2 -
Diversified Metals 4.24 4.23 -
IT - Software 2.82 2.82 -
Petroleum Products 3.29 2.88 -
Realty 3.19 3.25 -
Chemicals & Petrochemicals 2.51 2.57 -
Auto Components 4.47 4.33 -
Leisure Services 1.37 1.32 -
Automobiles 3.26 3.14 -
Transport Services 4.04 3.72 -
Ferrous Metals 1.93 1.88 -
Capital Goods - - 18.4
Healthcare - - 2.46
Consumer Staples - - 9.84
Financial - - 19.14
Materials - - 4.1
Energy - - 11.21
Services - - 14.04
Metals & Mining - - 4.84
Construction - - 2.6
Chemicals - - 2.24
Automobile - - 5.5
Diversified - - 1.59

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