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SBI 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 SBI Nifty Next 50 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 Next 50 Index Fund - Regular Plan - Growth
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹423 Cr ₹1448 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 19 May 2021
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 58.83% 52.85%
Expense Ratio 0.6 0.76
Manager Devender Singhal Raviprakash Sharma
ISIN Code INF174KA1FX3 INF200KA1V76
Exits Load Data not available./365 SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month -2.57% -2.5%
6 Month -20.24% -20.34%
1 Year -1.75% -1.82%
3 Year 13.98% 13.79%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month -13.05% -13.06%
1 Year -27.41% -27.52%
3 Year 12.16% 12.1%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year 11.98% 10.03%
3 Year 21.13% 20.36%
5 Year - -

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation 18.661% 18.747%
Sharp 0.536% 0.524%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Name Devender Singhal Raviprakash Sharma
Total AUM ₹20480 Cr ₹8390 Cr
Fund Manage 12 5
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others -2.47423 -0.10214
Large Cap 90.70267 88.60246
Mid Cap 11.77155 11.49969

Sector Allocation

Scheme Name

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

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others -2.47423 -0.10214
Industrials 15.15717 14.80609
Healthcare 5.68987 5.55809
Consumer Defensive 10.92849 10.6755
Financial Services 24.55996 23.991
Basic Materials 9.98752 9.757
Utilities 12.56197 12.27102
Technology 2.47447 2.41723
Energy 2.17752 2.12708
Real Estate 3.67664 3.59154
Consumer Cyclical 12.52768 12.23777
Communication Services 2.73293 2.66983

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