Kotak Nifty Next 50 Index Fund vs UTI Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹423 Cr | ₹4581 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Mar 2021 | 28 Jun 2018 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | Nifty Next 50 TRI |
Turn Over | 58.83% | 49% |
Expense Ratio | 0.6 | 0.8 |
Manager | Devender Singhal | Deepesh Agarwal |
ISIN Code | INF174KA1FX3 | INF789FC11T3 |
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 | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 9.15% | 9.26% |
6 Month | -19.2% | -19.23% |
1 Year | 1.15% | 1.14% |
3 Year | 14.32% | 14.2% |
5 Year | - | 24.61% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.82% | -6.78% |
1 Year | -17.44% | -17.45% |
3 Year | 16.97% | 16.99% |
5 Year | - | 17.35% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.98% | 10.44% |
3 Year | 21.13% | 17.14% |
5 Year | - | 17.42% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.661% | 19.657% |
Sharp | 0.536% | 0.378% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Devender Singhal | Deepesh Agarwal |
Total AUM | ₹20480 Cr | ₹35015 Cr |
Funds Managed | 12 | 9 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -2.47 | -0.16 |
Large Cap | 90.7 | 88.41 |
Mid Cap | 11.77 | 11.75 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -2.47 | -0.16 |
Industrials | 15.16 | 14.31 |
Healthcare | 5.69 | 5.83 |
Consumer Defensive | 10.93 | 10.46 |
Financial Services | 24.56 | 23.92 |
Basic Materials | 9.99 | 10.19 |
Utilities | 12.56 | 12.12 |
Technology | 2.47 | 2.11 |
Energy | 2.18 | 2.08 |
Real Estate | 3.68 | 3.53 |
Consumer Cyclical | 12.53 | 12.93 |
Communication Services | 2.73 | 2.68 |
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