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 Very High Very High
Asset Size (Cr) ₹291 Cr ₹316 Cr ₹316 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 03 Mar 2021 28 Nov 2002 28 Nov 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 0.84 1.01 1.01
Manager Devender Singhal Sumit Bhatnagar Sumit Bhatnagar
ISIN Code INF174KA1FX3 INF767K01162 INF767K01162
Exits Load Nil/365 Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 0.25%, if redeemed within 7 days./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 2.35% 5.01% 5.01%
6 Month 28.46% 15.55% 15.55%
1 Year 68.79% 26.45% 26.45%
3 Year 23.05% 13.68% 13.68%
5 Year - 17.98% 17.98%

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 32.73% 10.98% 10.98%
3 Year 56.94% 26.24% 26.24%
5 Year 60.81% 53.73% 53.73%

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 21.73% 18.31% 18.31%
3 Year 63.51% 43.06% 43.06%
5 Year 65.39% 59.5% 59.5%

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 16.66% 12.45% 12.45%
Sharp 0.94% 0.64% 0.64%
Beta 1.14% 0.99% 0.99%
Alpha 3.77% -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 0.38 1.33 1.33
Large Cap 86.23 97.98 97.98
Mid Cap 13.28 0.66 0.66

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 0.38 0.49 0.49
Electrical Equipment 5.2 - -
Pharmaceuticals & Biotechnology 2.41 - -
Personal Products 5.72 - -
Finance 12.7 - -
Banks 5.79 - -
Aerospace & Defense 9.52 - -
Cement & Cement Products 3.51 - -
Insurance 3.34 1.2 1.2
Gas 3.08 - -
Consumer Durables 2.74 - -
Retailing 10.83 - -
Agricultural Food & other Products 1.45 - -
Beverages 2.87 - -
Diversified Metals 2.93 - -
Petroleum Products 2.78 - -
Power 5.82 - -
Realty 2.43 - -
Chemicals & Petrochemicals 3.83 - -
Auto Components 3.69 - -
Leisure Services 1.38 - -
Automobiles 2.52 - -
Transport Services 3.21 - -
Ferrous Metals 1.76 - -
Energy - 14.48 14.48
Technology - 11.97 11.97
Construction - 4.36 4.36
Metals & Mining - 3.24 3.24
Materials - 4.42 4.42
Consumer Staples - 7.98 7.98
Financial - 32.76 32.76
Healthcare - 4.19 4.19
Automobile - 7.99 7.99
Consumer Discretionary - 1.35 1.35
Communication - 3.58 3.58
Services - 1.96 1.96

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