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LIC MF Nifty 50 Index Fund vs Kotak 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 LIC MF Nifty 50 Index Fund-Growth

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tortoise-icon LIC MF Nifty 50 Index Fund-Regular Plan-Growth

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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 LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Risk Very High Risk Very High Risk
Asset Size (Cr) ₹423 Cr ₹314 Cr ₹314 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 03 Mar 2021 05 Dec 2002 05 Dec 2002
Category Index Fund Index Fund Index Fund
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI NIFTY 50 TRI
Turn Over 58.83% % 40%
Expense Ratio 0.6 1.01 1.01
Manager Devender Singhal Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF174KA1FX3 INF767K01162 INF767K01162
Exits Load Data not available./365 LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Month -4.6% -0.93% -0.93%
6 Month -18.39% -8.09% -8.09%
1 Year 3.57% 3.48% 3.48%
3 Year 14.71% 9.89% 9.89%
5 Year - 13.49% 13.49%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
6 Month - - -
1 Year -18.19% -5.72% -5.72%
3 Year 15.15% 9.98% 9.98%
5 Year - 13.4% 13.4%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
1 Year 11.98% 12.79% 12.79%
3 Year 21.13% 11.61% 11.61%
5 Year - 11.49% 11.49%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Standard Deviation 18.661% 12.45% 12.45%
Sharp 0.536% 0.64% 0.64%
Beta - 0.99% 0.99%
Alpha - -2.33% -2.33%

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Name Devender Singhal Sumit Bhatnagar Sumit Bhatnagar
Total AUM ₹20480 Cr ₹1786 Cr ₹1786 Cr
Fund Manage 12 6 6
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Market Cap

Scheme Name

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

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others 0.28 0.26 0.26
Large Cap 91.8 99.75 99.75
Mid Cap 8.46 - -

Sector Allocation

Scheme Name

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

LIC MF Nifty 50 Index Fund-Growth

LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Others 0.28 0.26 0.26
Electrical Equipment 6.94 - -
Pharmaceuticals & Biotechnology 6.2 3.33 3.33
Personal Products 4.36 - -
Finance 12.26 3.44 3.44
Banks 5.9 29.22 29.22
Aerospace & Defense 4.1 0.93 0.93
Cement & Cement Products 3.59 2.04 2.04
Insurance 4.26 1.38 1.38
Power 6.62 3.09 3.09
Gas 3.42 - -
Consumer Durables 2.48 2.45 2.45
Retailing 5.88 1.46 1.46
Beverages 3.13 - -
Diversified Metals 4.24 - -
IT - Software 2.82 12.89 12.89
Petroleum Products 3.29 8.92 8.92
Realty 3.19 - -
Chemicals & Petrochemicals 2.51 - -
Auto Components 4.47 - -
Leisure Services 1.37 - -
Automobiles 3.26 7.45 7.45
Transport Services 4.04 - -
Ferrous Metals 1.93 1.98 1.98
Construction - 3.94 3.94
Diversified FMCG - 6.3 6.3
Non - Ferrous Metals - 0.89 0.89
Agricultural Food & other Products - 0.6 0.6
Oil - 0.95 0.95
Food Products - 1.37 1.37
Telecom - Services - 3.97 3.97
Metals & Minerals Trading - 0.63 0.63
Healthcare Services - 0.65 0.65
Consumable Fuels - 0.94 0.94
Transport Infrastructure - 0.93 0.93

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