Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

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 -1.89% -1.54%
6 Month 8.43% 10.17%
1 Year -9.19% -1.15%
3 Year 18.04% 23.9%
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 4.61% 7.89%
1 Year 0.09% 9.99%
3 Year 17.79% 22.1%
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%

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 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 2.4 1.92
Large Cap 87.93 5.01
Mid Cap 9.68 90.19
Small Cap - 2.88

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 -0.03 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

Top Comparisons

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns9.97%

VS

BANDHAN Equity Savings Fund - Regular Plan - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth

3Y Returns7.76%

Compare Now

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns7.45%

VS

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns7.12%

Compare Now

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns7.03%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.78%

Compare Now

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns7.18%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns7.2%

Compare Now
Add to Cart Successfully