Kotak Nifty Next 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹341 Cr ₹712 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 19 Feb 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 Value 20 TRI
Turn Over 58.83% 39%
Expense Ratio 0.74 0.76
Manager Devender Singhal Himanshu Mange
ISIN Code INF174KA1FX3 INF204KB19Y8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Month -7.16% -2.43%
6 Month 9.42% 12.88%
1 Year 52.47% 35.9%
3 Year 16.63% 16.1%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 24.15% 20.77%
3 Year 27.76% 22.54%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
1 Year 9.19% 17.89%
3 Year 22.16% 18.96%
5 Year - -

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.66% 12.88%
Sharp 0.94% 0.92%
Beta 1.14% 0.89%
Alpha 3.77% 2.56%

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 Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Name Devender Singhal Himanshu Mange
Total AUM ₹20480 Cr ₹0 Cr
Fund Manage 12 10
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Others 0.47 -0.13
Large Cap 85.77 98.31
Mid Cap 14.14 1.82

Sector Allocation

Scheme Name

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

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

Others 0.47 -0.13
Electrical Equipment 4.49 -
Pharmaceuticals & Biotechnology 2.61 -
Personal Products 6.16 -
Finance 12.95 -
Banks 5.14 -
Aerospace & Defense 8.45 -
Cement & Cement Products 3.06 -
Insurance 3.81 -
Gas 3.1 -
Consumer Durables 2.76 -
Retailing 12.67 -
Agricultural Food & other Products 1.45 -
Beverages 2.88 -
Diversified Metals 3.42 -
Petroleum Products 2.82 -
Power 5.49 -
Realty 2.36 -
Chemicals & Petrochemicals 3.69 -
Auto Components 3.5 -
Leisure Services 1.23 -
Automobiles 2.84 -
Transport Services 3.48 -
Ferrous Metals 1.55 -
Technology - 31.59
Metals & Mining - 6.53
Materials - 5.41
Financial - 26.66
Healthcare - 1.93
Consumer Staples - 12.01
Automobile - 4.64
Energy - 11.36

Top Comparisons

Bajaj Finserv Large and Mid Cap Fund - Reg (G) Bajaj Finserv Large and Mid Cap Fund - Reg (G)

3Y Returns0%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns13.53%

Compare Now

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns12.12%

VS

LIC MF Children's Gift Fund-Growth LIC MF Children's Gift Fund-Growth

3Y Returns10.55%

Compare Now

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns0%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns9.24%

Compare Now

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

3Y Returns6.2%

VS

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

3Y Returns6.27%

Compare Now
Request call back
Add to Cart Successfully