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)	₹9461 Cr	₹955 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	Large Cap
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	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	-6.36%	1.65%
6 Month	9.59%	16.37%
1 Year	33.42%	-
3 Year	13.05%	-
5 Year	17.51%	-

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	12.12%	-
3 Year	14.26%	-
5 Year	14.75%	-

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Standard Deviation	11.55%	-
Sharp	0.76%	-
Beta	0.9%	-
Alpha	0.96%	-

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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	3.66	2
Large Cap	83.68	95.87
Mid Cap	9.95	2.13
Small Cap	2.41	-

Scheme Name	Kotak Bluechip Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Others	3.66	0.22
Telecom - Services	3.38	-
Petroleum Products	6.79	-
IT - Software	11.65	-
Pharmaceuticals & Biotechnology	3.74	-
Construction	3.54	1.98
Retailing	2.25	-
Diversified FMCG	5.66	-
Non - Ferrous Metals	1.01	-
Banks	20.43	-
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	-
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	3.52
Automobiles	6.39	-
Personal Products	1.51	-
Finance	4.03	-
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	-
Gas	0.89	-
Industrial Products	0.95	-
Auto Components	5.11	-
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
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