Kotak Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 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 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)	₹762 Cr	₹248 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

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	2.55%	4.26%
6 Month	8.47%	11.24%
1 Year	0.19%	-1.95%
3 Year	17.72%	26%
5 Year	-	-

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	2.62%	0.7%
1 Year	11.83%	10.03%
3 Year	17.39%	20.84%
5 Year	-	-

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	6.85%	11.71%
3 Year	19.75%	19.43%
5 Year	-	-

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	17.73%	20.17%
Sharp	0.60%	0.86%
Beta	0.99%	1.00%
Alpha	-0.80%	-1.51%

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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Others	6.08	-0.04
Large Cap	81.44	-
Mid Cap	12.48	3.02
Small Cap	-	97.02

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Others	-0.02	-0.04
Industrials	11.24	11.23
Consumer Cyclical	11.51	4.93
Healthcare	5.93	19.81
Consumer Defensive	12.47	3.1
Financial Services	20.01	28.78
Energy	5.37	2.65
Basic Materials	12.91	11.24
Utilities	12.8	3.15
Technology	2.11	13.47
Real Estate	3.43	0
Communication Services	2.25	1.69