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) | ₹693 Cr | ₹1803 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 | -2.57% | -2.57% |
6 Month | 6.33% | 6.4% |
1 Year | -10.15% | -10.26% |
3 Year | 17.85% | 17.69% |
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 | 4.61% | 4.61% |
1 Year | 0.09% | 0.03% |
3 Year | 17.79% | 17.76% |
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 | 7.55% | 6.68% |
3 Year | 20.2% | 19.52% |
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 | 18.88% | 18.98% |
Sharp | 0.88% | 0.87% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -0.85% |
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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 | 2.4 | 2.57 |
Large Cap | 87.93 | 87.77 |
Mid Cap | 9.68 | 9.66 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
---|---|---|
Others | -0.03 | 0.15 |
Industrials | 14.82 | 14.8 |
Consumer Cyclical | 10.76 | 10.74 |
Healthcare | 6.16 | 6.15 |
Consumer Defensive | 13.13 | 13.11 |
Financial Services | 20.94 | 20.9 |
Energy | 5 | 5 |
Basic Materials | 10.05 | 10.03 |
Utilities | 10.78 | 10.76 |
Technology | 2.07 | 2.06 |
Real Estate | 3.88 | 3.87 |
Communication Services | 2.42 | 2.42 |
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