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 Risk | Very High Risk |
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 | -4.6% | -4.57% |
6 Month | -18.39% | -18.49% |
1 Year | 3.57% | 3.51% |
3 Year | 14.71% | 14.55% |
5 Year | - | 15.99% |
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 | -18.19% | -18.33% |
3 Year | 15.15% | 15.09% |
5 Year | - | 16.81% |
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% | 18.747% |
Sharp | 0.536% | 0.526% |
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 |
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 |
---|---|---|
Others | 0.28 | - |
Large Cap | 91.8 | 88.98 |
Mid Cap | 8.46 | 11.04 |
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 | 0.28 | - |
Electrical Equipment | 6.94 | 5.06 |
Pharmaceuticals & Biotechnology | 6.2 | 5.46 |
Personal Products | 4.36 | 2.9 |
Finance | 12.26 | 14.48 |
Banks | 5.9 | 5.62 |
Aerospace & Defense | 4.1 | 3.25 |
Cement & Cement Products | 3.59 | 2.89 |
Insurance | 4.26 | 3.61 |
Power | 6.62 | 9.38 |
Gas | 3.42 | 2.97 |
Consumer Durables | 2.48 | 1.74 |
Retailing | 5.88 | 12.84 |
Beverages | 3.13 | 5.47 |
Diversified Metals | 4.24 | 3.09 |
IT - Software | 2.82 | 2.12 |
Petroleum Products | 3.29 | 2.09 |
Realty | 3.19 | 3.76 |
Chemicals & Petrochemicals | 2.51 | 1.83 |
Auto Components | 4.47 | 3.1 |
Leisure Services | 1.37 | 0.97 |
Automobiles | 3.26 | 2.28 |
Transport Services | 4.04 | 3.66 |
Ferrous Metals | 1.93 | 1.45 |
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