SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Kotak Bluechip Fund compare

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)	₹9327 Cr	₹1067 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Dec 1998	30 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	1.75	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

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Month	1.46%	-1.09%
6 Month	1.64%	-2.66%
1 Year	17.52%	-
3 Year	14.05%	-
5 Year	16.64%	-

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
6 Month	-	-
1 Year	10.52%	-
3 Year	18.26%	-
5 Year	18.79%	-

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Year	15.83%	-
3 Year	13.91%	-
5 Year	13.65%	-

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Standard Deviation	11.55%	-
Sharp	0.67%	-
Beta	0.91%	-
Alpha	1.04%	-

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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
Fund Manage	11	1
	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Others	4.34	2
Large Cap	83.85	95.87
Mid Cap	10.08	2.13
Small Cap	2.4	-

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Others	4.34	0.22
Telecom - Services	3.35	-
Petroleum Products	6.45	-
IT - Software	12.16	-
Pharmaceuticals & Biotechnology	3.05	-
Construction	3.88	1.98
Retailing	2.63	-
Diversified FMCG	5.39	-
Non - Ferrous Metals	0.91	-
Banks	21.49	-
Aerospace & Defense	0.75	-
Cement & Cement Products	2.09	-
Ferrous Metals	1.18	-
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	-
Automobiles	6.74	-
Personal Products	1.6	-
Finance	3.96	-
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	-
Consumer Durables	2.1	-
Industrial Products	0.92	-
Auto Components	4.76	-
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	-
Transport Services	1.61	-
Power	3.84	-
Insurance	0.62	3.52
Beverages	1.31	-
Energy	-	10.28
Technology	-	10.79
Metals & Mining	-	6.68
Materials	-	8.23
Consumer Staples	-	9.64
Financial	-	17.93
Healthcare	-	9.72
Automobile	-	12.82
Consumer Discretionary	-	1.7
Communication	-	2.16
Services	-	4.33