Kotak NASDAQ 100 Fund of Fund vs SBI International Access compare
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
SBI US Specific Equity Active FoF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3717 Cr | ₹1061 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Feb 2021 | 22 Mar 2021 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE 500 |
| Turn Over | 1% | 37% |
| Expense Ratio | 0.61 | 1.6 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1FR5 | INF200KA1T96 |
| Exits Load | Data not available./365 | SBI International Access - US Equity FOF - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.5% | 5.35% |
| 6 Month | 31.15% | 24.68% |
| 1 Year | 26.44% | 21.64% |
| 3 Year | 33.53% | 23.93% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.61% | 8.29% |
| 1 Year | 41.08% | 38.92% |
| 3 Year | 31.51% | 26.07% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.62% | 14.25% |
| 3 Year | 15.64% | 12.97% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.00% | 14.75% |
| Sharp | 1.45% | 1.17% |
| Beta | - | 1.09% |
| Alpha | - | -1.52% |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak US Specific Equity Passive FOF - Regular Plan - Growth | SBI US Specific Equity Active FoF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
SBI US Specific Equity Active FoF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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