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

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

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹708 Cr ₹1121 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 3.76% 2.45%
6 Month 17.23% 13.35%
1 Year -8.33% 0.18%
3 Year 16.09% 13.57%
5 Year - 17.44%

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 3.51% 3.13%
1 Year 7.84% 10.65%
3 Year 17.25% 12.59%
5 Year - 12.9%

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 17.87% 12.11%
Sharp 0.49% 0.45%
Beta 0.99% 1.00%
Alpha -0.68% -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 2.73 3.16
Large Cap 87.62 95.71
Mid Cap 9.66 1.13

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 0.41 0.33
Industrials 14.47 5.87
Consumer Cyclical 11.87 12.13
Healthcare 6.13 3.74
Consumer Defensive 14.2 6.93
Financial Services 19.55 36.7
Energy 4.87 10.39
Basic Materials 10.07 6.28
Utilities 10.48 2.52
Technology 2.09 10.48
Real Estate 3.55 -
Communication Services 2.32 4.64

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