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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 | Very High |
| 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 | 9.22% | 6.3% |
| 6 Month | -18.33% | -8.59% |
| 1 Year | 3.94% | 6.26% |
| 3 Year | 15.31% | 11.34% |
| 5 Year | - | 23.27% |
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 | -6.82% | -1.2% |
| 1 Year | -17.44% | -3.14% |
| 3 Year | 16.97% | 12.05% |
| 5 Year | - | 14.33% |
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% | 13.113% |
| Sharp | 0.536% | 0.35% |
| 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 |
| Funds Managed | 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 | -2.47 | 0.7 |
| Large Cap | 90.7 | 98.02 |
| Mid Cap | 11.77 | 1.28 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
UTI Nifty 50 Index Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | -2.47 | -0.17 |
| Industrials | 15.16 | 5.45 |
| Healthcare | 5.69 | 3.83 |
| Consumer Defensive | 10.93 | 7.65 |
| Financial Services | 24.56 | 36.6 |
| Basic Materials | 9.99 | 6.03 |
| Utilities | 12.56 | 2.64 |
| Technology | 2.47 | 13.17 |
| Energy | 2.18 | 10.95 |
| Real Estate | 3.68 | - |
| Consumer Cyclical | 12.53 | 9.62 |
| Communication Services | 2.73 | 4.25 |
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