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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 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 | 4.25% | 4.29% |
| 6 Month | -1.46% | -2.2% |
| 1 Year | 11.62% | 8.2% |
| 3 Year | 14.8% | - |
| 5 Year | 22.74% | - |
SIP Return Analysis
| Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 1.07% | 2.22% |
| 1 Year | -1.73% | -1.73% |
| 3 Year | 14.45% | - |
| 5 Year | 15.35% | - |
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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