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 2.35% 2.36%
6 Month 28.46% 28.54%
1 Year 68.79% 69.03%
3 Year 23.05% 22.88%
5 Year - 23.55%

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 32.73% 32.87%
3 Year 56.94% 56.87%
5 Year 60.81% 91.94%

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 21.73% 24.53%
3 Year 63.51% 62.34%
5 Year 65.39% 97.82%

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 0.47 1.96
Large Cap 85.77 88.22
Mid Cap 14.14 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 0.47 -
Electrical Equipment 4.49 -
Pharmaceuticals & Biotechnology 2.61 -
Personal Products 6.16 -
Finance 12.95 -
Banks 5.14 -
Aerospace & Defense 8.45 -
Cement & Cement Products 3.06 -
Insurance 3.81 3.43
Gas 3.1 -
Consumer Durables 2.76 -
Retailing 12.67 -
Agricultural Food & other Products 1.45 -
Beverages 2.88 -
Diversified Metals 3.42 -
Petroleum Products 2.82 -
Power 5.49 -
Realty 2.36 -
Chemicals & Petrochemicals 3.69 -
Auto Components 3.5 -
Leisure Services 1.23 -
Automobiles 2.84 -
Transport Services 3.48 -
Ferrous Metals 1.55 -
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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