Kotak Nifty Next 50 Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹423 Cr | ₹924 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 | 0.6 | 0.76 |
Manager | Devender Singhal | Himanshu Mange |
ISIN Code | INF174KA1FX3 | INF204KB19Y8 |
Exits Load | Data not available./365 | Data not available./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 | -4.6% | -2.93% |
6 Month | -18.39% | -9.98% |
1 Year | 3.57% | 3.75% |
3 Year | 14.71% | 13.59% |
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 | -18.19% | -6.59% |
3 Year | 15.15% | 14.21% |
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 | 11.98% | 18.01% |
3 Year | 21.13% | 18.41% |
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 | 18.661% | 13.179% |
Sharp | 0.536% | 0.668% |
Beta | - | - |
Alpha | - | - |
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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 | 0.28 | -0.13 |
Large Cap | 91.8 | 98.31 |
Mid Cap | 8.46 | 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 | 0.28 | -0.13 |
Electrical Equipment | 6.94 | - |
Pharmaceuticals & Biotechnology | 6.2 | - |
Personal Products | 4.36 | - |
Finance | 12.26 | - |
Banks | 5.9 | - |
Aerospace & Defense | 4.1 | - |
Cement & Cement Products | 3.59 | - |
Insurance | 4.26 | - |
Power | 6.62 | - |
Gas | 3.42 | - |
Consumer Durables | 2.48 | - |
Retailing | 5.88 | - |
Beverages | 3.13 | - |
Diversified Metals | 4.24 | - |
IT - Software | 2.82 | - |
Petroleum Products | 3.29 | - |
Realty | 3.19 | - |
Chemicals & Petrochemicals | 2.51 | - |
Auto Components | 4.47 | - |
Leisure Services | 1.37 | - |
Automobiles | 3.26 | - |
Transport Services | 4.04 | - |
Ferrous Metals | 1.93 | - |
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 |
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