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Kotak Nifty Next 50 Index Fund vs SBI Nifty Next 50 Index Fund compare

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tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon SBI Nifty Next 50 Index Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹643 Cr ₹1725 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Mar 2021 19 May 2021
Category Index Index
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY Next 50 TRI
Turn Over 58.83% 52.85%
Expense Ratio 0.6 0.76
Manager Devender Singhal Raviprakash Sharma
ISIN Code INF174KA1FX3 INF200KA1V76
Exits Load Data not available./365 SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month 2.64% 2.65%
6 Month -0.93% -0.85%
1 Year -5.86% -5.98%
3 Year 22.49% 22.33%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month 8.96% 8.97%
1 Year 4.05% 3.98%
3 Year 19.43% 19.4%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year 8.8% 7.88%
3 Year 19.93% 19.06%
5 Year - -

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation 18.88% 18.98%
Sharp 0.88% 0.87%
Beta 0.99% 1.00%
Alpha -0.66% -0.85%

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Name Devender Singhal Raviprakash Sharma
Total AUM ₹20480 Cr ₹8390 Cr
Funds Managed 12 5
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 3.29 3.31
Large Cap 87.02 87
Mid Cap 9.69 9.69

Sector Allocation

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

SBI Nifty Next 50 Index Fund - Regular Plan - Growth

Others 0.92 0.94
Industrials 14.61 14.61
Consumer Cyclical 10.29 10.29
Healthcare 6 6
Consumer Defensive 13.68 13.68
Financial Services 20.7 20.7
Energy 4.91 4.9
Basic Materials 10.01 10.01
Utilities 10.62 10.62
Technology 2 2
Real Estate 3.89 3.89
Communication Services 2.37 2.37

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