SBI NIFTY Index Fund vs Kotak 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 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 Index Fund - Regular Plan - Growth
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹423 Cr	₹8752 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Mar 2021	11 Jan 2002
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	NIFTY 50 TRI
Turn Over	58.83%	11%
Expense Ratio	0.6	0.46
Manager	Devender Singhal	Pradeep Kesavan
ISIN Code	INF174KA1FX3	INF200K01537
Exits Load	Data not available./365	SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
1 Month	2.94%	0.82%
6 Month	-8.11%	0.1%
1 Year	-5.39%	6.26%
3 Year	22.01%	16.83%
5 Year	-	20.58%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
6 Month	7.79%	6.34%
1 Year	-1.62%	6.93%
3 Year	18.42%	13.42%
5 Year	-	14.04%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
1 Year	8.8%	14.11%
3 Year	19.93%	12.37%
5 Year	-	12.09%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
Standard Deviation	18.661%	13.127%
Sharp	0.536%	0.336%
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
Name	Devender Singhal	Pradeep Kesavan
Total AUM	₹20480 Cr	₹434274 Cr
Funds Managed	12	43
	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
Others	-2.47	0.94
Large Cap	90.7	97.79
Mid Cap	11.77	1.27

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
Others	-2.47	0.07
Industrials	15.16	5.73
Healthcare	5.69	3.91
Consumer Defensive	10.93	8
Financial Services	24.56	34.32
Basic Materials	9.99	5.84
Utilities	12.56	2.75
Technology	2.47	13.96
Energy	2.18	10.96
Real Estate	3.68	-
Consumer Cyclical	12.53	10.32
Communication Services	2.73	4.13