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) | ₹840 Cr | ₹1247 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 | -2.62% | -0.37% |
| 6 Month | 1.75% | 4.53% |
| 1 Year | -4.53% | 7.51% |
| 3 Year | 16.25% | 12.88% |
| 5 Year | - | 14.05% |
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 | 0.21% | 3.6% |
| 1 Year | 10.61% | 16.28% |
| 3 Year | 14.59% | 12.99% |
| 5 Year | - | 12.81% |
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 | 6.85% | 13.55% |
| 3 Year | 19.75% | 12.43% |
| 5 Year | - | 12.06% |
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 | 17.79% | 12.46% |
| Sharp | 0.58% | 0.67% |
| Beta | 1.00% | 0.99% |
| Alpha | -0.81% | -1.98% |
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 | 6.07 | 3.4 |
| Large Cap | 81.34 | 95.26 |
| Mid Cap | 12.59 | 1.34 |
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 | 0.09 |
| Industrials | 10.62 | 7.25 |
| Healthcare | 6.26 | 4.32 |
| Financial Services | 20.19 | 36.8 |
| Energy | 5.63 | 10.88 |
| Consumer Cyclical | 11.44 | 10.69 |
| Basic Materials | 12.85 | 6.16 |
| Consumer Defensive | 12.2 | 6.48 |
| Utilities | 12.62 | 2.32 |
| Technology | 2.45 | 10.22 |
| Real Estate | 3.4 | - |
| Communication Services | 2.24 | 4.79 |
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