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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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)	₹10138 Cr	₹1007 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

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Month	3.2%	3.97%
6 Month	4.6%	6.44%
1 Year	4.29%	4.65%
3 Year	19.52%	-
5 Year	20.84%	-

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
6 Month	9.9%	9.82%
1 Year	13.1%	12.69%
3 Year	18.03%	-
5 Year	16.88%	-

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
1 Year	15.64%	4.82%
3 Year	13.9%	-
5 Year	13.8%	-

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Standard Deviation	13.04%	-
Sharp	0.77%	-
Beta	0.94%	-
Alpha	0.52%	-

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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

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Others	6.01	1.83
Large Cap	81.97	93.76
Mid Cap	7.63	4.41
Small Cap	4.39	-

Scheme Name	Kotak Large Cap Fund - Growth	SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
Others	4.58	0.03
Communication Services	3.62	2.04
Energy	7.79	7.94
Technology	11.2	9.35
Consumer Cyclical	12.19	18.59
Healthcare	3.73	7.64
Industrials	8.96	6.76
Consumer Defensive	7.39	8.1
Basic Materials	7.72	11.07
Financial Services	28.19	24.86
Real Estate	0.85	-
Utilities	3.79	3.62