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Aditya Birla Sun Life Nifty Midcap 150 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 Midcap 150 Index Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹643 Cr | ₹358 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Mar 2021 | 01 Apr 2021 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 58.83% | 37% |
| Expense Ratio | 0.6 | 1.01 |
| Manager | Devender Singhal | Pranav Gupta |
| ISIN Code | INF174KA1FX3 | INF209KB1W41 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | 2.29% | 3.83% |
| 6 Month | 0.27% | 3.34% |
| 1 Year | -3.59% | 4.86% |
| 3 Year | 22.99% | 28.98% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | 10.05% | 12.92% |
| 1 Year | 3.75% | 13.85% |
| 3 Year | 20.43% | 24.58% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 8.8% | 22.72% |
| 3 Year | 19.93% | 23.42% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 19.44% | 17.00% |
| Sharp | 0.69% | 1.05% |
| Beta | 0.99% | 1.00% |
| Alpha | -0.66% | -0.95% |
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Fund Managers
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 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 Midcap 150 Index Fund-Regular Growth |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | -2.47 | -0.22 |
| Large Cap | 90.7 | 6.16 |
| Mid Cap | 11.77 | 87.73 |
| Small Cap | - | 6.33 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| Others | -2.47 | -0.22 |
| Industrials | 15.16 | 19.48 |
| Healthcare | 5.69 | 10.93 |
| Consumer Defensive | 10.93 | 4.32 |
| Financial Services | 24.56 | 20.09 |
| Basic Materials | 9.99 | 11.03 |
| Utilities | 12.56 | 2.01 |
| Technology | 2.47 | 10.23 |
| Energy | 2.18 | 2.6 |
| Real Estate | 3.68 | 3.43 |
| Consumer Cyclical | 12.53 | 12.95 |
| Communication Services | 2.73 | 3.15 |
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