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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) | ₹10516 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 | -4.21% | -4.01% |
| 6 Month | 4.3% | 3.94% |
| 1 Year | 0.94% | -0.7% |
| 3 Year | 14.3% | - |
| 5 Year | 18.48% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 3.09% | 3.12% |
| 1 Year | 3.25% | 3.01% |
| 3 Year | 13.04% | - |
| 5 Year | 13.71% | - |
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 | 7.91 | 4.03 |
| Large Cap | 79.22 | 91.83 |
| Mid Cap | 8.19 | 4.14 |
| Small Cap | 4.68 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 4.36 | 0.18 |
| Communication Services | 3.87 | 1.99 |
| Energy | 8 | 7.89 |
| Technology | 11.06 | 9.08 |
| Consumer Cyclical | 12.09 | 18 |
| Healthcare | 3.67 | 8.29 |
| Industrials | 8.87 | 5.99 |
| Consumer Defensive | 6.63 | 8.13 |
| Basic Materials | 8.29 | 12.47 |
| Financial Services | 28.9 | 23.87 |
| Real Estate | 0.97 | - |
| Utilities | 3.28 | 4.11 |
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