- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI NIFTY Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
SBI NIFTY Index Fund - Regular Plan - Growth
Chart Comparison
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) | ₹840 Cr | ₹11633 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.62% | -0.4% |
| 6 Month | 1.75% | 4.51% |
| 1 Year | -4.53% | 7.48% |
| 3 Year | 16.25% | 12.88% |
| 5 Year | - | 14.1% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.21% | 3.57% |
| 1 Year | 10.61% | 16.22% |
| 3 Year | 14.59% | 12.97% |
| 5 Year | - | 12.83% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.85% | 13.66% |
| 3 Year | 19.75% | 12.64% |
| 5 Year | - | 12.21% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.79% | 11.56% |
| Sharp | 0.58% | 0.52% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -0.53% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.07 | 3.35 |
| Large Cap | 81.34 | 95.31 |
| Mid Cap | 12.59 | 1.34 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.11 | 0.04 |
| Industrials | 10.62 | 7.25 |
| Healthcare | 6.26 | 4.32 |
| Financial Services | 20.19 | 36.82 |
| Energy | 5.63 | 10.88 |
| Consumer Cyclical | 11.44 | 10.7 |
| Basic Materials | 12.85 | 6.17 |
| Consumer Defensive | 12.2 | 6.49 |
| Utilities | 12.62 | 2.32 |
| Technology | 2.45 | 10.23 |
| Real Estate | 3.4 | - |
| Communication Services | 2.24 | 4.79 |
Top Comparisons
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.28%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.18%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.99%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.18%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns16.18%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.23%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.78%
