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) ₹346 Cr ₹285 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 Fund Index Fund
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 -5.08% -3.42%
6 Month -8.62% -2.52%
1 Year 18.98% 15.05%
3 Year 15.06% 19.66%
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 - -
1 Year -3.94% 3.26%
3 Year 20.68% 25.03%
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 9.19% 25.27%
3 Year 22.16% 26.26%
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 16.66% 14.71%
Sharp 0.94% 1.27%
Beta 1.14% 1.03%
Alpha 3.77% -1.08%

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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
Fund Manage 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 0.28 0.97
Large Cap 91.8 1.79
Mid Cap 8.46 76.82
Small Cap - 4.99

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 0.28 -0.22
Electrical Equipment 6.94 -
Pharmaceuticals & Biotechnology 6.2 -
Personal Products 4.36 -
Finance 12.26 -
Banks 5.9 -
Aerospace & Defense 4.1 -
Cement & Cement Products 3.59 -
Insurance 4.26 0.26
Power 6.62 -
Gas 3.42 -
Consumer Durables 2.48 -
Retailing 5.88 -
Beverages 3.13 -
Diversified Metals 4.24 -
IT - Software 2.82 -
Petroleum Products 3.29 -
Realty 3.19 -
Chemicals & Petrochemicals 2.51 -
Auto Components 4.47 -
Leisure Services 1.37 -
Automobiles 3.26 -
Transport Services 4.04 -
Ferrous Metals 1.93 -
Energy - 5.86
Materials - 4.01
Services - 5.84
Financial - 13.19
Technology - 4.69
Healthcare - 7.88
Capital Goods - 12.1
Automobile - 7.41
Chemicals - 5.68
Construction - 4.24
Metals & Mining - 5.95
Communication - 3
Consumer Discretionary - 1.35
Consumer Staples - 2.03
Diversified - 0.32
Textiles - 0.98

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