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

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

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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)	₹706 Cr	₹1768 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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Month	0.14%	0.15%
6 Month	11.8%	11.87%
1 Year	-7.64%	-7.75%
3 Year	16.43%	16.29%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
6 Month	2.33%	2.34%
1 Year	-1.17%	-1.21%
3 Year	15.78%	15.77%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
1 Year	7.55%	6.68%
3 Year	20.2%	19.52%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Standard Deviation	18.06%	18.15%
Sharp	0.64%	0.64%
Beta	0.99%	1.00%
Alpha	-0.67%	-0.85%

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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Others	2.44	2.44
Large Cap	87.89	87.89
Mid Cap	9.67	9.67

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Others	0.11	0.11
Industrials	14.57	14.57
Consumer Cyclical	11	11
Healthcare	6.34	6.34
Consumer Defensive	13.89	13.89
Financial Services	20.28	20.28
Energy	5.1	5.1
Basic Materials	10	10
Utilities	10.69	10.69
Technology	2.04	2.04
Real Estate	3.65	3.65
Communication Services	2.33	2.33