UTI Nifty Next 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 Next 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 Next 50 Index Fund - Regular Plan - Growth Option
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹341 Cr ₹4360 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 05 Jun 2018
Category Index Fund Index Fund
Fund Type Open Ended
Benchmark NIFTY Next 50 TRI Nifty Next 50 TRI
Turn Over 58.83% 49%
Expense Ratio 0.74 0.79
Manager Devender Singhal Deepesh Agarwal
ISIN Code INF174KA1FX3 INF789FC11T3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Month -10.1% -10.12%
6 Month -0.54% -0.59%
1 Year 42.4% 42.53%
3 Year 15.31% 15.15%
5 Year - 18.64%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
6 Month - -
1 Year 24.15% 24.19%
3 Year 27.76% 27.74%
5 Year - 24.04%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
1 Year 9.19% 9.37%
3 Year 22.16% 17.21%
5 Year - 16.87%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Standard Deviation 16.66% 16.75%
Sharp 0.94% 0.93%
Beta 1.14% 1.15%
Alpha 3.77% 3.56%

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Fund Managers

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

Market Cap

Scheme Name

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

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

Others 0.28 1.96
Large Cap 91.8 88.22
Mid Cap 8.46 9.8

Sector Allocation

Scheme Name

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

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

Others 0.28 -
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 -
Personal Products 4.36 -
Finance 12.26 -
Banks 5.9 -
Aerospace & Defense 4.1 -
Cement & Cement Products 3.59 -
Insurance 4.26 3.43
Power 6.62 -
Gas 3.42 -
Consumer Durables 2.48 -
Retailing 5.88 -
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 -
Petroleum Products 3.29 -
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 -
Transport Services 4.04 -
Ferrous Metals 1.93 -
Capital Goods - 18.49
Healthcare - 2.47
Consumer Staples - 9.91
Financial - 19.29
Materials - 4.13
Energy - 11.27
Services - 14.13
Metals & Mining - 4.85
Construction - 2.6
Chemicals - 2.24
Automobile - 5.58
Diversified - 1.59

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