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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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)	₹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	0.16%	-0.21%
6 Month	0.76%	2.58%
1 Year	2.06%	11.34%
3 Year	17.87%	13.69%
5 Year	-	14.01%

SIP Return Analysis

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	SBI NIFTY Index Fund - Regular Plan - Growth
6 Month	1.65%	3.46%
1 Year	10.61%	13.81%
3 Year	14.72%	12.55%
5 Year	-	12.8%

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

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Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation