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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) | ₹643 Cr | ₹9839 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 | 2.56% | 3.21% |
| 6 Month | -0.63% | 5.73% |
| 1 Year | -4.21% | 6.21% |
| 3 Year | 22.94% | 18.03% |
| 5 Year | - | 19.97% |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.05% | 9.5% |
| 1 Year | 3.75% | 14.22% |
| 3 Year | 20.43% | 16.04% |
| 5 Year | - | 15.54% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI NIFTY Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 19.44% | 13.14% |
| Sharp | 0.69% | 0.63% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.66% | -0.54% |
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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 | -2.47 | 0.94 |
| Large Cap | 90.7 | 97.79 |
| Mid Cap | 11.77 | 1.27 |
Sector Allocation
| 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 |
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