Which fund has a lower expense ratio, Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan or Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option?

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan has an expense ratio of 0.47% and Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option has 0.49%. Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan has a lower ratio, which means it can give better net returns.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan or Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option: Which beats its benchmark more consistently?

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan has outperformed the benchmark more consistently with an average of 18.14% over 5 years than Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option with 25.34%. Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option has performed better against its benchmark.

Aditya Birla Sun Life Nifty 50 Index Fund vs Kotak Nifty Next 50 Index Fund compare

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Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Index very high Risk

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Index very high Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (5Y)

11.67 %

Expense Ratio

0.47 %

The trade-off:

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Returns (3Y)

23.19 %

Expense Ratio

0.49 %

The trade-off:

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METRICS

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Basic Overview

Current NAV

₹ 20.04

₹ 258.31

Benchmark

NIFTY Next 50 TRI

NIFTY 50 TRI

Fund Size (AUM)

₹894 Cr

₹1275 Cr

Expense Ratio

0.49%

0.47%

Launch Date

03 Mar 2021

18 Sep 2002

SIP Returns

1 Year Return

6.20%

4.66%

3 Year Return

12.84%

9.87%

5 Year Return

11.19%

Since Inception

12.09%

Trailing Returns

1 Month Return

6.31%

1.74%

3 Month Return

3.86%

2.12%

1 Year Return

18.76%

13.74%

3 Year Return

23.19%

14.11%

5 Year Return

11.67%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

16.66

12.46

Investment & Taxes

Min SIP Amount

₹ 100

₹ 1,000

Min Lumpsum

₹ 100

Exit Load

Data not available./365

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No Lock-in

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan3 /100

More vulnerable during market declines.

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option3 /100

Outstanding protection during market downturns.

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option0.0%

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Optionslow

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Planslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

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3Y Returns : 7.27% (p.a.)

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan is equally volatile than Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option. Choose a fund based on your risk tolerance and goals.