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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) | ₹708 Cr | ₹10048 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 | 3.76% | 2.46% |
| 6 Month | 17.23% | 13.36% |
| 1 Year | -8.33% | 0.17% |
| 3 Year | 16.09% | 13.61% |
| 5 Year | - | 17.53% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.51% | 3.13% |
| 1 Year | 7.84% | 10.66% |
| 3 Year | 17.25% | 12.59% |
| 5 Year | - | 12.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.55% | 13.95% |
| 3 Year | 20.2% | 12.52% |
| 5 Year | - | 12.13% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.87% | 12.12% |
| Sharp | 0.49% | 0.45% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.68% | -0.54% |
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 | 2.73 | 2.97 |
| Large Cap | 87.62 | 95.89 |
| Mid Cap | 9.66 | 1.13 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.41 | 0.14 |
| Industrials | 14.47 | 5.88 |
| Consumer Cyclical | 11.87 | 12.16 |
| Healthcare | 6.13 | 3.74 |
| Consumer Defensive | 14.2 | 6.94 |
| Financial Services | 19.55 | 36.77 |
| Energy | 4.87 | 10.41 |
| Basic Materials | 10.07 | 6.29 |
| Utilities | 10.48 | 2.53 |
| Technology | 2.09 | 10.5 |
| Real Estate | 3.55 | - |
| Communication Services | 2.32 | 4.64 |
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