Kotak Nifty Next 50 Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹423 Cr | ₹1625 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 17 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 | 0.6 | 0.8 |
Manager | Devender Singhal | Himanshu Mange |
ISIN Code | INF174KA1FX3 | INF204KB15Z3 |
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 Midcap 150 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 9.32% | 8.09% |
6 Month | -16.26% | -12.39% |
1 Year | 1.05% | 4.27% |
3 Year | 14.73% | 19.08% |
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 | -6.82% | -7.15% |
1 Year | -17.44% | -13.79% |
3 Year | 16.97% | 18.53% |
5 Year | - | - |
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 | 11.98% | 24.27% |
3 Year | 21.13% | 25.17% |
5 Year | - | - |
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 | 18.661% | 16.186% |
Sharp | 0.536% | 0.827% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | -2.47 | 0 |
Large Cap | 90.7 | 6.16 |
Mid Cap | 11.77 | 87.5 |
Small Cap | - | 6.33 |
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 | -2.47 | 0 |
Industrials | 15.16 | 19.51 |
Healthcare | 5.69 | 10.94 |
Consumer Defensive | 10.93 | 4.32 |
Financial Services | 24.56 | 19.79 |
Basic Materials | 9.99 | 11.04 |
Utilities | 12.56 | 2.01 |
Technology | 2.47 | 10.24 |
Energy | 2.18 | 2.6 |
Real Estate | 3.68 | 3.43 |
Consumer Cyclical | 12.53 | 12.96 |
Communication Services | 2.73 | 3.16 |
Top Comparisons
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns12.92%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns12.32%
Franklin India Bluechip Fund-Growth
3Y Returns10.88%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns12.38%
Franklin India Smaller Companies Fund-Growth
3Y Returns19.42%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Templeton India Value Fund - Growth Plan
3Y Returns17.64%
HDFC Value Fund - Growth Plan
3Y Returns15.27%