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SBI Nifty Next 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Chart Comparison
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 | Index |
| 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 | 8.13% | 8.13% |
| 6 Month | -13.07% | -13.16% |
| 1 Year | 3.52% | 3.44% |
| 3 Year | 13.88% | 13.7% |
| 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% | -1% |
| 1 Year | -12.24% | -12.35% |
| 3 Year | 17.85% | 17.8% |
| 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 |
| Funds Managed | 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 | -2.47 | -0.1 |
| Large Cap | 90.7 | 88.6 |
| Mid Cap | 11.77 | 11.5 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -2.47 | -0.1 |
| Industrials | 15.16 | 14.81 |
| Healthcare | 5.69 | 5.56 |
| Consumer Defensive | 10.93 | 10.68 |
| Financial Services | 24.56 | 23.99 |
| Basic Materials | 9.99 | 9.76 |
| Utilities | 12.56 | 12.27 |
| Technology | 2.47 | 2.42 |
| Energy | 2.18 | 2.13 |
| Real Estate | 3.68 | 3.59 |
| Consumer Cyclical | 12.53 | 12.24 |
| Communication Services | 2.73 | 2.67 |
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