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) | ₹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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