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
| 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) | ₹8849 Cr | ₹955 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹5000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Dec 1998 | 31 Jan 2024 |
| Category | Large Cap | Large Cap |
| 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 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 0.25%, if redeemed within 15 days./365 |
| Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 0.69% | 1.65% |
| 6 Month | 18.56% | 16.37% |
| 1 Year | 36.59% | - |
| 3 Year | 16.49% | - |
| 5 Year | 20.41% | - |
| Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.77% | 4.4% |
| 3 Year | 33.55% | 4.4% |
| 5 Year | 64.9% | 4.4% |
| Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 20.58% | 6.75% |
| 3 Year | 49.28% | 6.75% |
| 5 Year | 70.83% | 6.75% |
| Scheme Name | Kotak Bluechip Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 11.55% | - |
| Sharp | 0.93% | - |
| Beta | 0.89% | - |
| Alpha | 0.95% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 3 | 2 |
| Large Cap | 79.3 | 95.87 |
| Mid Cap | 15.4 | 2.13 |
| Small Cap | 2.35 | - |
| Scheme Name |
Kotak Bluechip Fund - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 1.12 | 0.22 |
| Financial | 24.42 | 17.93 |
| Communication | 3.38 | 2.16 |
| Energy | 11.14 | 10.28 |
| Technology | 9.64 | 10.79 |
| Healthcare | 4.47 | 9.72 |
| Construction | 5.57 | 1.98 |
| Consumer Staples | 8.51 | 9.64 |
| Metals & Mining | 2.67 | 6.68 |
| Capital Goods | 2.49 | - |
| Materials | 3.28 | 8.23 |
| Insurance | 0.98 | 3.52 |
| Automobile | 12.58 | 12.82 |
| Services | 4.66 | 4.33 |
| Chemicals | 2.42 | - |
| Consumer Discretionary | 2.16 | 1.7 |
| Unclassified | 0.56 | - |
Top Comparisons
Sundaram Short Duration Fund Regular Growth
3Y Returns7.87%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns5.12%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns22.87%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns22.75%
HDFC Gilt Fund - Growth Plan
3Y Returns5.41%
Invesco India GILT Fund - Growth
3Y Returns6%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns18.92%
HSBC Managed Solutions - Conservative - Growth
3Y Returns5.93%