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SBI NIFTY Index Fund vs Kotak Nifty Next 50 Index Fund compare

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tortoise-icon Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
1 Month 5.12% 6.79%
6 Month -0.42% 6.39%
1 Year 1.19% 12.33%
3 Year 20.73% 17.16%
5 Year - 22.96%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
6 Month -1.88% 2.95%
1 Year -16.3% 1.38%
3 Year 14.72% 12.23%
5 Year - 13.5%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option SBI NIFTY Index Fund - Regular Plan - Growth
1 Year 11.98% 14.48%
3 Year 21.13% 12.43%
5 Year - 12.02%

Risk Management

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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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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