Nippon India Nifty 50 Value 20 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹423 Cr | ₹924 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Mar 2021 | 19 Feb 2021 |
Category | Index Fund | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 Value 20 TRI |
Turn Over | 58.83% | 39% |
Expense Ratio | 0.6 | 0.76 |
Manager | Devender Singhal | Himanshu Mange |
ISIN Code | INF174KA1FX3 | INF204KB19Y8 |
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 | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 8.13% | 2.04% |
6 Month | -13.07% | -11.73% |
1 Year | 3.52% | 3.71% |
3 Year | 13.88% | 11.7% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -4.3% | -8.49% |
1 Year | -18.72% | -18.44% |
3 Year | 14.8% | 9.24% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.98% | 18.01% |
3 Year | 21.13% | 18.41% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.661% | 13.179% |
Sharp | 0.536% | 0.668% |
Beta | - | - |
Alpha | - | - |
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 | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Devender Singhal | Himanshu Mange |
Total AUM | ₹20480 Cr | ₹0 Cr |
Funds Managed | 12 | 10 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -2.47 | 0.48 |
Large Cap | 90.7 | 97.78 |
Mid Cap | 11.77 | 1.74 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | -2.47 | 0.08 |
Industrials | 15.16 | - |
Healthcare | 5.69 | 1.97 |
Consumer Defensive | 10.93 | 12.64 |
Financial Services | 24.56 | 24.46 |
Basic Materials | 9.99 | 4.77 |
Utilities | 12.56 | 7.7 |
Technology | 2.47 | 33.47 |
Energy | 2.18 | 6.43 |
Real Estate | 3.68 | - |
Consumer Cyclical | 12.53 | 8.48 |
Communication Services | 2.73 | - |
Top Comparisons
Bandhan Overnight Fund Regular - Growth
3Y Returns6.23%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.23%
HDFC Small Cap Fund Regular Growth
3Y Returns17.81%
Baroda BNP Paribas Small Cap Fund - Regular (G)
3Y Returns0%
HSBC Large Cap Fund - Regular Growth
3Y Returns12.84%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns13.72%
Franklin India Flexi Cap Fund - Growth
3Y Returns16.93%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns15.76%