Kotak Nifty Next 50 Index Fund vs UTI Nifty Next 50 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 UTI Nifty Next 50 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 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) ₹291 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 58.83% 49%
Expense Ratio 0.84 0.79
Manager Devender Singhal Deepesh Agarwal
ISIN Code INF174KA1FX3 INF789FC11T3
Exits Load Nil/365 Nil/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 2.35% 2.36%
6 Month 28.46% 28.54%
1 Year 68.79% 69.03%
3 Year 23.05% 22.88%
5 Year - 23.55%

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 - -
1 Year 32.73% 32.87%
3 Year 56.94% 56.87%
5 Year 60.81% 91.94%

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 21.73% 24.53%
3 Year 63.51% 62.34%
5 Year 65.39% 97.82%

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 16.66% 16.75%
Sharp 0.94% 0.93%
Beta 1.14% 1.15%
Alpha 3.77% 3.56%

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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
Fund Manage 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

Large Cap 86.23 88.22
Mid Cap 13.28 9.8
Others 0.38 1.96

Sector Allocation

Scheme Name

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

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

Retailing 10.83 -
Aerospace & Defense 9.52 -
Power 5.82 -
Finance 12.7 -
Transport Services 3.21 -
Electrical Equipment 5.2 -
Diversified Metals 2.93 -
Petroleum Products 2.78 -
Gas 3.08 -
Automobiles 2.52 -
Realty 2.43 -
Personal Products 5.72 -
Auto Components 3.69 -
Banks 5.79 -
Chemicals & Petrochemicals 3.83 -
Consumer Durables 2.74 -
Insurance 3.34 3.43
Cement & Cement Products 3.51 -
Ferrous Metals 1.76 -
Beverages 2.87 -
Agricultural Food & other Products 1.45 -
Leisure Services 1.38 -
Pharmaceuticals & Biotechnology 2.41 -
Others 0.38 -
Capital Goods - 18.49
Services - 14.13
Energy - 11.27
Financial - 19.29
Metals & Mining - 4.85
Construction - 2.6
Automobile - 5.58
Consumer Staples - 9.91
Chemicals - 2.24
Materials - 4.13
Diversified - 1.59
Healthcare - 2.47

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