UTI Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹423 Cr | ₹20351 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 | -4.6% | -0.87% |
6 Month | -18.39% | -7.73% |
1 Year | 3.57% | 4.24% |
3 Year | 14.71% | 10.73% |
5 Year | - | 14.43% |
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 | -18.19% | -5% |
3 Year | 15.15% | 10.84% |
5 Year | - | 14.36% |
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 | 11.98% | 13.52% |
3 Year | 21.13% | 13.1% |
5 Year | - | 12.93% |
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 | 18.661% | 12.717% |
Sharp | 0.536% | 0.441% |
Beta | - | - |
Alpha | - | - |
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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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