Kotak Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 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)	₹693 Cr	₹382 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	-1.89%	-1.54%
6 Month	8.43%	10.17%
1 Year	-9.19%	-1.15%
3 Year	18.04%	23.9%
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	4.61%	7.89%
1 Year	0.09%	9.99%
3 Year	17.79%	22.1%
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	2.4	1.92
Large Cap	87.93	5.01
Mid Cap	9.68	90.19
Small Cap	-	2.88

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	-0.03	0.17
Industrials	14.82	19.3
Consumer Cyclical	10.76	9.96
Healthcare	6.16	11.31
Consumer Defensive	13.13	3.33
Financial Services	20.94	22.93
Energy	5	2.48
Basic Materials	10.05	11.1
Utilities	10.78	3.32
Technology	2.07	9.77
Real Estate	3.88	3.13
Communication Services	2.42	3.18