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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon SBI NIFTY50 EQUAL WEIGHT 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 Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Fund Kotak Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹10342 Cr ₹1016 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 31 Jan 2024
Category Large Cap Index
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 50 Equal Weight TRI
Turn Over 14.49% %
Expense Ratio 1.74 1.02
Manager Harsha Upadhyaya Viral Chhadva
ISIN Code INF174K01153 INF200KA18Z7
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 SBI Nifty50 Equal Weight Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Month -1.37% 0.41%
6 Month 12.93% 12.72%
1 Year -2.13% -4.24%
3 Year 14.71% -
5 Year 17.76% -

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
6 Month 0.29% 1.63%
1 Year 3.56% 6.17%
3 Year 12.97% -
5 Year 13.79% -

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Year 15.4% 4.67%
3 Year 13.97% -
5 Year 13.86% -

Risk Management

Scheme Name Kotak Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Standard Deviation 12.14% -
Sharp 0.75% -
Beta 0.95% -
Alpha 0.79% -

Fund Managers

Scheme Name Kotak Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Name Harsha Upadhyaya Viral Chhadva
Total AUM ₹139411 Cr ₹0 Cr
Funds Managed 11 1
Kotak Large Cap Fund - Growth SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Market Cap

Scheme Name

Kotak Large Cap Fund - Growth

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Others 8.12 4.03
Large Cap 79.33 91.83
Mid Cap 8.03 4.14
Small Cap 4.52 -

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

Others 4.16 0.18
Communication Services 3.79 1.99
Energy 7.94 7.89
Technology 9.89 9.08
Consumer Cyclical 12.58 18
Industrials 8.81 5.99
Consumer Defensive 7.35 8.13
Basic Materials 8.06 12.47
Financial Services 28.85 23.87
Healthcare 4.63 8.29
Real Estate 0.9 -
Utilities 3.04 4.11

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