SBI NIFTY 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 SBI NIFTY Index Fund - Regular Plan - Growth

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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 SBI NIFTY Index Fund - Regular Plan - Growth
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹291 Cr ₹7935 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 04 Feb 2002
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 58.83% 11%
Expense Ratio 0.84 0.48
Manager Devender Singhal Pradeep Kesavan
ISIN Code INF174KA1FX3 INF200K01537
Exits Load Nil/365 Exit load of 0.20% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
1 Month 2.35% 1.05%
6 Month 28.46% 14.77%
1 Year 68.79% 30.57%
3 Year 23.05% 15.18%
5 Year - 18.25%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
6 Month - -
1 Year 32.73% 11.29%
3 Year 56.94% 27.36%
5 Year 60.81% 56%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
1 Year 21.73% 18.83%
3 Year 63.51% 44.73%
5 Year 65.39% 61.93%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
Standard Deviation 16.66% 12.48%
Sharp 0.94% 0.67%
Beta 1.14% 0.99%
Alpha 3.77% -1.93%

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
Name Devender Singhal Pradeep Kesavan
Total AUM ₹20480 Cr ₹434274 Cr
Fund Manage 12 43
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

SBI NIFTY Index Fund - Regular Plan - Growth

Large Cap 86.23 98.22
Mid Cap 13.28 0.67
Others 0.38 1.08

Sector Allocation

Scheme Name

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

SBI NIFTY Index Fund - Regular Plan - Growth

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 -0.13
Financial - 33.18
Energy - 14.49
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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