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Compare Mutual Funds
Comparing Kotak Nifty 50 Index Fund vs UTI Nifty Next 50 Index FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - large cap index, equity
- large cap index, equity
- Fund Age
- 4 yrs
- 7 yrs
- Fund Size
- ₹900 Crs
- ₹5,288 Crs
- 3 months
- 11.43%
- 14.56%
- 6 months
- 0.77%
- -7.18%
- 1 year
- 7.14%
- -4.27%
- 3 year
- 17.31%
- 22.81%
- 5 year
- NA
- 22.64%
- Standard Deviation
- 13.11
- 19.54
- Sharpe
- 0.66
- 0.72
- Beta
- 0.95
- 1.3
- Sortino
- 1.14
- 1.07
- Alpha
- -1.02
- 0.61
- Top 3 sectors
- Financial (36.08%)
- Energy (12.0%)
- Technology (11.24%)
- Financial (16.78%)
- Energy (14.0%)
- Services (12.8%)
- Top 5 holdings
- HDFC Bank Ltd. (13.2%)
- ICICI Bank Ltd. (9.1%)
- Reliance Industries Ltd. (8.59%)
- Infosys Ltd. (5.02%)
- Bharti Airtel Ltd. (4.44%)
- Interglobe Aviation Ltd. (4.47%)
- Hindustan Aeronautics Ltd. (4.04%)
- Divi's Laboratories Ltd. (3.59%)
- Vedanta Ltd. (3.16%)
- The Indian Hotels Company Ltd. (2.89%)
- Equity%
- 99.85%
- 100.05884119%
- Debt%
- 0.0%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.07%
- 0.34%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- Nifty 50 Total Return
- NIFTY Next 50 TRI
- Min. Investment
- SIP ₹100 & Lumpsum ₹100
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Abhishek Bisen
- Devender Singhal
- Satish Dondapati
- Sharwan Kumar Goyal
- Ayush Jain
