Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹693 Cr ₹252 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

Trailing Lumpsum Returns

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 -1.15% -0.16%
6 Month 5.67% 7.67%
1 Year -8.16% 3.24%
3 Year 20.31% 30.26%
5 Year - -

SIP Return Analysis

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 7.67% 14.31%
1 Year 2.77% 15.48%
3 Year 18.55% 27.56%
5 Year - -

Rolling Lumpsum Returns

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 - -

Risk Management

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 18.88% 19.97%
Sharp 0.88% 1.20%
Beta 0.99% 1.00%
Alpha -0.66% -1.55%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns17.99%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns23.75%

Compare Now

PGIM India Aggressive Hybrid Equity Fund - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option

3Y Returns14.88%

VS

Quant Aggressive Hybrid Fund-Growth Quant Aggressive Hybrid Fund-Growth

3Y Returns15.66%

Compare Now

ICICI Prudential Floating Interest Fund - Growth ICICI Prudential Floating Interest Fund - Growth

3Y Returns8.24%

VS

Kotak Floating Rate Fund-Regular Plan-Growth Option Kotak Floating Rate Fund-Regular Plan-Growth Option

3Y Returns7.9%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns20.05%

VS

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Add to Cart Successfully