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) ₹291 Cr ₹18345 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 06 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 0.84 0.38
Manager Devender Singhal Deepesh Agarwal
ISIN Code INF174KA1FX3 INF789F01JN2
Exits Load Nil/365 Nil/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 2.35% 1.07%
6 Month 28.46% 14.81%
1 Year 68.79% 30.71%
3 Year 23.05% 15.4%
5 Year - 18.71%

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 32.73% 11.34%
3 Year 56.94% 27.69%
5 Year 60.81% 57.22%

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 21.73% 19.22%
3 Year 63.51% 45.66%
5 Year 65.39% 63.19%

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

Large Cap 86.23 98.26
Mid Cap 13.28 0.67
Others 0.38 1.03

Sector Allocation

Scheme Name

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

UTI Nifty 50 Index Fund - Regular Plan - Growth Option

Retailing 10.83 -
Aerospace & Defense 9.52 -
Power 5.82 -
Finance 12.7 -
Transport Services 3.21 -
Electrical Equipment 5.2 -
Diversified Metals 2.93 -
Petroleum Products 2.78 -
Gas 3.08 -
Automobiles 2.52 -
Realty 2.43 -
Personal Products 5.72 -
Auto Components 3.69 -
Banks 5.79 -
Chemicals & Petrochemicals 3.83 -
Consumer Durables 2.74 -
Insurance 3.34 1.21
Cement & Cement Products 3.51 -
Ferrous Metals 1.76 -
Beverages 2.87 -
Agricultural Food & other Products 1.45 -
Leisure Services 1.38 -
Pharmaceuticals & Biotechnology 2.41 -
Others 0.38 0.19
Financial - 32.84
Energy - 14.5
Technology - 12.03
Construction - 4.36
Consumer Staples - 8.01
Communication - 3.59
Automobile - 8.04
Healthcare - 4.19
Metals & Mining - 3.23
Consumer Discretionary - 1.36
Materials - 4.45
Services - 1.96

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