Aditya Birla Sun Life Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹643 Cr | ₹1066 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 18 Sep 2002 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 TRI |
Turn Over | 58.83% | 16% |
Expense Ratio | 0.6 | 0.47 |
Manager | Devender Singhal | Pranav Gupta |
ISIN Code | INF174KA1FX3 | INF209K01LB2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Month | 2.64% | 3.59% |
6 Month | -0.93% | 6.6% |
1 Year | -5.86% | 5.51% |
3 Year | 22.49% | 17.8% |
5 Year | - | 19.72% |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
6 Month | 8.96% | 9.03% |
1 Year | 4.05% | 13.81% |
3 Year | 19.43% | 15.01% |
5 Year | - | 14.87% |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
1 Year | 8.8% | 14.05% |
3 Year | 19.93% | 12.17% |
5 Year | - | 11.93% |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 19.44% | 13.12% |
Sharp | 0.69% | 0.63% |
Beta | 0.99% | 1.00% |
Alpha | -0.66% | -0.58% |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Name | Devender Singhal | Pranav Gupta |
Total AUM | ₹20480 Cr | ₹10003 Cr |
Funds Managed | 12 | 9 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | 3.29 | 1.09 |
Large Cap | 87.02 | 97.81 |
Mid Cap | 9.69 | 1.1 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
---|---|---|
Others | 0.92 | 0.29 |
Industrials | 14.61 | 6.01 |
Consumer Cyclical | 10.29 | 11.02 |
Healthcare | 6 | 3.64 |
Consumer Defensive | 13.68 | 6.73 |
Financial Services | 20.7 | 37.49 |
Energy | 4.91 | 10.79 |
Basic Materials | 10.01 | 5.78 |
Utilities | 10.62 | 2.58 |
Technology | 2 | 11.23 |
Real Estate | 3.89 | - |
Communication Services | 2.37 | 4.43 |
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