UTI 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 UTI Nifty 50 Index Fund - Regular Plan - Growth Option

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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 UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹346 Cr ₹19626 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 28 Mar 2000
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 58.83% 5%
Expense Ratio 0.6 0.25
Manager Devender Singhal Deepesh Agarwal
ISIN Code INF174KA1FX3 INF789F01JN2
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 50 Index Fund - Regular Plan - Growth Option
1 Month -7.56% -2.32%
6 Month -11.01% -5.82%
1 Year 15.88% 7.36%
3 Year 14.69% 10.24%
5 Year - 14.48%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year -3.94% -0.29%
3 Year 20.68% 12.44%
5 Year - 15.29%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
1 Year 9.19% 13.56%
3 Year 22.16% 13.19%
5 Year - 12.86%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.66% 12.47%
Sharp 0.94% 0.69%
Beta 1.14% 0.99%
Alpha 3.77% -1.72%

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty 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 50 Index Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.28 0.04
Large Cap 91.8 99.97
Mid Cap 8.46 -

Sector Allocation

Scheme Name

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

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Others 0.28 0.04
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 3.33
Personal Products 4.36 -
Finance 12.26 3.46
Banks 5.9 29.4
Aerospace & Defense 4.1 0.94
Cement & Cement Products 3.59 2.08
Insurance 4.26 1.38
Power 6.62 3.12
Gas 3.42 -
Consumer Durables 2.48 2.46
Retailing 5.88 1.46
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 12.93
Petroleum Products 3.29 8.86
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 7.42
Transport Services 4.04 -
Ferrous Metals 1.93 1.98
Construction - 3.92
Diversified FMCG - 6.25
Non - Ferrous Metals - 0.92
Agricultural Food & other Products - 0.6
Oil - 0.95
Food Products - 1.37
Telecom - Services - 3.98
Metals & Minerals Trading - 0.64
Healthcare Services - 0.65
Consumable Fuels - 0.94
Transport Infrastructure - 0.93

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