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

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

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tortoise-icon 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

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 1.1% 1.06%
6 Month 2.58% 3.79%
1 Year -6.34% 2.12%
3 Year 21.49% 27.58%
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 8.96% 12.75%
1 Year 4.05% 15.47%
3 Year 19.43% 23.86%
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 18.88% 16.46%
Sharp 0.88% 1.27%
Beta 0.99% 1.00%
Alpha -0.66% -0.92%

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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 3.29 2.09
Large Cap 87.02 4.96
Mid Cap 9.69 89.98
Small Cap - 2.98

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 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

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