Two ETF funds side by side: returns, costs, size, risk and how much their portfolios overlap.
SBI Nifty 50 ETF vs Kotak Nifty Midcap 150 ETF, as of 9 Nov 2026: SBI Nifty 50 ETF NAV ₹270.10, 3Y CAGR 10.1%, expense ratio 0.05%; Kotak Nifty Midcap 150 ETF NAV ₹22.81, expense ratio 0.18%; about 0% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| SBI Nifty 50 ETF | Kotak Nifty Midcap 150 ETF | |
|---|---|---|
| Category | ETF | ETF |
| Fund house | SBI Mutual Fund | Kotak Mahindra Mutual Fund |
| Plan | Regular Plan · IDCW | — |
| NAV | ₹270.10 (9 Nov 2026) | ₹22.81 (9 Nov 2026) |
| 1Y return | −0.8% | 2.3% |
| 3Y CAGR | 10.1% | — |
| 5Y CAGR | 8.0% | — |
| Since launch (CAGR) | 10.7% | 11.4% |
| Expense ratio | 0.05% | 0.18% |
| AUM | ₹2,03,017 cr | ₹14.2 cr |
| Risk-o-meter | Very High | Very High |
| Exit load | — | Nil: there is no exit load. |
| Holdings | 50 | 150 |
| Top 10 holdings weight | 52.3% | 16.8% |
| Portfolio overlap | About 0% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →SBI Nifty 50 ETF costs less: SBI Nifty 50 ETF charges 0.05% a year and Kotak Nifty Midcap 150 ETF 0.18% a year.
SBI Nifty 50 ETF is larger: SBI Nifty 50 ETF manages ₹2,03,017 cr and Kotak Nifty Midcap 150 ETF ₹14.2 cr (as of 9 Nov 2026).
About 0% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer