Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Kotak Nifty Next 50 Index Fund compare

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

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Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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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 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

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	1.09%	0.92%
6 Month	3.4%	4.75%
1 Year	-6.45%	2.29%
3 Year	21.37%	27.43%
5 Year	-	-

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	8.96%	12.75%
1 Year	4.05%	15.47%
3 Year	19.43%	23.86%
5 Year	-	-

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	-	-

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	18.88%	16.46%
Sharp	0.88%	1.27%
Beta	0.99%	1.00%
Alpha	-0.66%	-0.92%

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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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	3.29	2.09
Large Cap	87.02	4.96
Mid Cap	9.69	89.98
Small Cap	-	2.98

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.92	0.46
Industrials	14.61	19.7
Consumer Cyclical	10.29	10.09
Healthcare	6	11.06
Consumer Defensive	13.68	3.54
Financial Services	20.7	22.3
Energy	4.91	2.53
Basic Materials	10.01	11.11
Utilities	10.62	3.38
Technology	2	9.62
Real Estate	3.89	3.09
Communication Services	2.37	3.14