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SBI Nifty Next 50 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 Next 50 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 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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