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) ₹346 Cr ₹8465 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 11 Jan 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 0.6 0.48
Manager Devender Singhal Pradeep Kesavan
ISIN Code INF174KA1FX3 INF200K01537
Exits Load Data not available./365 SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./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 1.32% -0.79%
6 Month -3.83% 1%
1 Year 32.29% 11.82%
3 Year 18.48% 12.43%
5 Year - 14.65%

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 11.82% 4.55%
3 Year 25.81% 14.12%
5 Year - 16.29%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
1 Year 9.19% 14.56%
3 Year 22.16% 12.5%
5 Year - 11.97%

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

Others 0.28 -0.06
Large Cap 91.8 100.06
Mid Cap 8.46 -

Sector Allocation

Scheme Name

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

SBI NIFTY Index Fund - Regular Plan - Growth

Others 0.28 -0.06
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 3.35
Personal Products 4.36 -
Finance 12.26 3.46
Banks 5.9 29.43
Aerospace & Defense 4.1 0.94
Cement & Cement Products 3.59 2.08
Insurance 4.26 1.38
Power 6.62 3.12
Gas 3.42 -
Consumer Durables 2.48 2.46
Retailing 5.88 1.46
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 12.93
Petroleum Products 3.29 8.87
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 7.43
Transport Services 4.04 -
Ferrous Metals 1.93 1.98
Construction - 3.93
Diversified FMCG - 6.26
Non - Ferrous Metals - 0.92
Agricultural Food & other Products - 0.6
Oil - 0.95
Food Products - 1.37
Telecom - Services - 3.98
Metals & Minerals Trading - 0.64
Healthcare Services - 0.65
Consumable Fuels - 0.94
Transport Infrastructure - 0.93

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