Kotak Nifty Next 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare

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

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tortoise-icon Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

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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 Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹291 Cr ₹1425 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Mar 2021 15 Feb 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Midcap 150 TRI
Turn Over 58.83% 36%
Expense Ratio 0.84 0.8
Manager Devender Singhal Himanshu Mange
ISIN Code INF174KA1FX3 INF204KB15Z3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
1 Month 2.35% 1.87%
6 Month 28.46% 22.81%
1 Year 68.79% 50.1%
3 Year 23.05% 27.45%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 32.73% 21.11%
3 Year 56.94% 55.92%
5 Year 60.81% 63.05%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
1 Year 21.73% 23.78%
3 Year 63.51% 67.57%
5 Year 65.39% 69.98%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.66% 14.71%
Sharp 0.94% 1.26%
Beta 1.14% 1.03%
Alpha 3.77% -1.23%

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others 0.38 1.14
Large Cap 86.23 1.78
Mid Cap 13.28 76.69
Small Cap - 4.98

Sector Allocation

Scheme Name

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

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Others 0.38 -0.05
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 0.26
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 -
Energy - 5.84
Materials - 4.01
Services - 5.83
Financial - 13.16
Technology - 4.69
Healthcare - 7.86
Capital Goods - 12.08
Automobile - 7.41
Chemicals - 5.67
Construction - 4.23
Metals & Mining - 5.94
Communication - 2.98
Consumer Discretionary - 1.35
Consumer Staples - 2.03
Diversified - 0.32
Textiles - 0.98

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