LIC MF Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
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
Chart Comparison
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% |
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 | 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 |
Top Comparisons
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns14.94%
HSBC Small Cap Fund - Regular Growth
3Y Returns18.37%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.77%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.42%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns10.8%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns12.41%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.38%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.34%