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

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

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Kotak Large Cap Fund - Growth

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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)	₹11081 Cr	₹1039 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	-0.83%	-0.63%
6 Month	2.27%	3.61%
1 Year	7.79%	12.74%
3 Year	15.86%	-
5 Year	15.42%	-

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
6 Month	2.88%	3.58%
1 Year	13.39%	15.57%
3 Year	13.71%	-
5 Year	13.9%	-

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Year	14.82%	2.67%
3 Year	14.16%	-
5 Year	13.95%	-

Risk Management

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Standard Deviation	11.55%	-
Sharp	0.76%	-
Beta	0.93%	-
Alpha	1.53%	-

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	8.65	4.69
Large Cap	79.22	91.46
Mid Cap	7.75	3.86
Small Cap	4.37	-

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Others	2.97	0
Communication Services	3.89	2.11
Energy	8.22	7.77
Technology	9.64	10.36
Consumer Cyclical	13.07	14.71
Industrials	8.96	8.27
Consumer Defensive	7.46	7.95
Basic Materials	7.43	12.06
Financial Services	29.93	23.13
Healthcare	4.7	9.93
Real Estate	0.88	-
Utilities	2.85	3.71

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