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SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Chart Comparison
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) | ₹10427 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 | 1.33% | 1.16% |
| 6 Month | 6.17% | 8.02% |
| 1 Year | 4.55% | 4.85% |
| 3 Year | 15.01% | - |
| 5 Year | 17.61% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 3.88% | 4.87% |
| 1 Year | 14.77% | 17.96% |
| 3 Year | 14.78% | - |
| 5 Year | 14.4% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 15.22% | 2.67% |
| 3 Year | 14.04% | - |
| 5 Year | 13.89% | - |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 11.78% | - |
| Sharp | 0.72% | - |
| Beta | 0.95% | - |
| Alpha | 0.55% | - |
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 | 7.54 | 3.98 |
| Large Cap | 79.46 | 92.07 |
| Mid Cap | 7.67 | 3.95 |
| Small Cap | 5.33 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 3.37 | -0.06 |
| Communication Services | 3.69 | 1.96 |
| Energy | 7.86 | 8.02 |
| Technology | 9.47 | 9.88 |
| Consumer Cyclical | 13.93 | 16.05 |
| Industrials | 8.79 | 8.08 |
| Consumer Defensive | 7.44 | 8.04 |
| Basic Materials | 8.12 | 12.09 |
| Financial Services | 28.87 | 22.03 |
| Healthcare | 4.43 | 9.89 |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | 4.02 |
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