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) | ₹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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