SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹1044 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 31 Jan 2024 |
Category | Large Cap | Index Fund |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 50 Equal Weight TRI |
Turn Over | 14.49% | % |
Expense Ratio | 1.74 | 1.02 |
Manager | Harsha Upadhyaya | Viral Chhadva |
ISIN Code | INF174K01153 | INF200KA18Z7 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI Nifty50 Equal Weight Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | 6.36% | 5.97% |
6 Month | -10.61% | -12.48% |
1 Year | 6.39% | 2.86% |
3 Year | 12.22% | - |
5 Year | 24.35% | - |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | -2.82% | -1.77% |
1 Year | -5.39% | -6.74% |
3 Year | 13.77% | - |
5 Year | 15.3% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 15.88% | 6.48% |
3 Year | 13.9% | - |
5 Year | 13.72% | - |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 12.859% | - |
Sharp | 0.434% | - |
Beta | 0.925% | - |
Alpha | 0.048% | - |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Harsha Upadhyaya | Viral Chhadva |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 1 |
Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 6.31 | 2.1 |
Large Cap | 81.03 | 93.91 |
Mid Cap | 8.33 | 3.99 |
Small Cap | 4.32 | - |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 5.16 | 0.17 |
Communication Services | 3.4 | 2.03 |
Energy | 6.32 | 9.97 |
Technology | 13.08 | 9.75 |
Consumer Cyclical | 14.34 | 16.15 |
Healthcare | 3.86 | 7.54 |
Industrials | 7.9 | 5.7 |
Consumer Defensive | 8.37 | 10.55 |
Basic Materials | 6.99 | 11.91 |
Financial Services | 25.53 | 22.35 |
Real Estate | 1.08 | - |
Utilities | 3.98 | 3.87 |
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