SBI Nifty Next 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹423 Cr | ₹1448 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Mar 2021 | 19 May 2021 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Next 50 TRI |
Turn Over | 58.83% | 52.85% |
Expense Ratio | 0.6 | 0.76 |
Manager | Devender Singhal | Raviprakash Sharma |
ISIN Code | INF174KA1FX3 | INF200KA1V76 |
Exits Load | Data not available./365 | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.29% | 2.26% |
6 Month | -8.1% | -8.19% |
1 Year | -0.6% | -0.7% |
3 Year | 14.87% | 14.7% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.72% | 0.73% |
1 Year | -11.34% | -11.46% |
3 Year | 18.18% | 18.13% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.98% | 10.03% |
3 Year | 21.13% | 20.36% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.661% | 18.747% |
Sharp | 0.536% | 0.524% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Name | Devender Singhal | Raviprakash Sharma |
Total AUM | ₹20480 Cr | ₹8390 Cr |
Funds Managed | 12 | 5 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Others | -2.47 | -0.1 |
Large Cap | 90.7 | 88.6 |
Mid Cap | 11.77 | 11.5 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Others | -2.47 | -0.1 |
Industrials | 15.16 | 14.81 |
Healthcare | 5.69 | 5.56 |
Consumer Defensive | 10.93 | 10.68 |
Financial Services | 24.56 | 23.99 |
Basic Materials | 9.99 | 9.76 |
Utilities | 12.56 | 12.27 |
Technology | 2.47 | 2.42 |
Energy | 2.18 | 2.13 |
Real Estate | 3.68 | 3.59 |
Consumer Cyclical | 12.53 | 12.24 |
Communication Services | 2.73 | 2.67 |
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