SBI Nifty Next 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Invest Now

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) ₹346 Cr ₹1395 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 0.78
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 -7.56% -7.68%
6 Month -11.01% -11.2%
1 Year 15.88% 15.7%
3 Year 14.69% 14.44%
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 - -
1 Year -3.94% -4.27%
3 Year 20.68% 20.52%
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 9.19% 8.08%
3 Year 22.16% 22.01%
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 16.66% 16.74%
Sharp 0.94% 0.93%
Beta 1.14% 1.15%
Alpha 3.77% 3.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.28 1.63
Large Cap 91.8 88.54
Mid Cap 8.46 9.83

Sector Allocation

Scheme Name

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

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 0.28 -0.34
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 -
Personal Products 4.36 -
Finance 12.26 -
Banks 5.9 -
Aerospace & Defense 4.1 -
Cement & Cement Products 3.59 -
Insurance 4.26 3.44
Power 6.62 -
Gas 3.42 -
Consumer Durables 2.48 -
Retailing 5.88 -
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 -
Petroleum Products 3.29 -
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 -
Transport Services 4.04 -
Ferrous Metals 1.93 -
Capital Goods - 18.57
Healthcare - 2.48
Consumer Staples - 9.94
Financial - 19.36
Materials - 4.14
Energy - 11.32
Services - 14.17
Metals & Mining - 4.87
Construction - 2.61
Chemicals - 2.25
Automobile - 5.59
Diversified - 1.6

Top Comparisons

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns0%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns28.2%

Compare Now

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns10.28%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns8.16%

Compare Now

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns15.81%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns19.84%

Compare Now

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.55%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.42%

Compare Now
Request call back
Add to Cart Successfully