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) | ₹706 Cr | ₹1114 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 | -2.21% | -1.46% |
6 Month | 15.37% | 11.05% |
1 Year | -11.96% | -2.16% |
3 Year | 15.4% | 12.8% |
5 Year | - | 16.57% |
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 | 2.06% | 1.64% |
1 Year | 1.83% | 6.44% |
3 Year | 17.31% | 12.46% |
5 Year | - | 13.18% |
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 | 7.55% | 13.87% |
3 Year | 20.2% | 12.26% |
5 Year | - | 11.98% |
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 | 18.06% | 12.13% |
Sharp | 0.64% | 0.58% |
Beta | 0.99% | 1.00% |
Alpha | -0.67% | -0.56% |
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 | 2.44 | 3.23 |
Large Cap | 87.89 | 95.63 |
Mid Cap | 9.67 | 1.14 |
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 | 0.11 | 0.36 |
Industrials | 14.57 | 5.91 |
Consumer Cyclical | 11 | 11.28 |
Healthcare | 6.34 | 3.77 |
Consumer Defensive | 13.89 | 6.73 |
Financial Services | 20.28 | 37.72 |
Energy | 5.1 | 10.51 |
Basic Materials | 10 | 6.1 |
Utilities | 10.69 | 2.58 |
Technology | 2.04 | 10.41 |
Real Estate | 3.65 | - |
Communication Services | 2.33 | 4.63 |
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