Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹643 Cr	₹231 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 Smallcap 50 TRI
Turn Over	58.83%	37%
Expense Ratio	0.6	1.01
Manager	Devender Singhal	Pranav Gupta
ISIN Code	INF174KA1FX3	INF209KB1V83
Exits Load	Data not available./365	Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth
1 Month	2.64%	5.07%
6 Month	-0.93%	1.7%
1 Year	-5.86%	4.96%
3 Year	22.49%	32.05%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
6 Month	8.96%	16.07%
1 Year	4.05%	18.18%
3 Year	19.43%	28.76%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
1 Year	8.8%	21.29%
3 Year	19.93%	18.4%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Standard Deviation	19.44%	20.71%
Sharp	0.69%	0.91%
Beta	0.99%	1.00%
Alpha	-0.66%	-1.57%

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Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Others	3.29	-0.1
Large Cap	87.02	-
Mid Cap	9.69	2.47
Small Cap	-	97.63

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Others	0.92	-0.1
Industrials	14.61	18.28
Consumer Cyclical	10.29	5.47
Healthcare	6	11.76
Consumer Defensive	13.68	3.01
Financial Services	20.7	24.13
Energy	4.91	3.11
Basic Materials	10.01	12.35
Utilities	10.62	5.69
Technology	2	12.34
Real Estate	3.89	2.3
Communication Services	2.37	1.67