- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Chart Comparison
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) | ₹840 Cr | ₹258 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 |
Trailing Lumpsum Returns
| 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 | -1.82% | -3.03% |
| 6 Month | 4.05% | -1.92% |
| 1 Year | -2.92% | -7.65% |
| 3 Year | 16.21% | 22.92% |
| 5 Year | - | - |
SIP Return Analysis
| 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 | -1.08% | -3.73% |
| 1 Year | 5.95% | 1.2% |
| 3 Year | 14.05% | 15.17% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| 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 | - | - |
Risk Management
| 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 | 17.79% | 20.35% |
| Sharp | 0.58% | 0.84% |
| Beta | 1.00% | 1.00% |
| Alpha | -0.81% | -1.50% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 6.07 | 2.55 |
| Large Cap | 81.34 | - |
| Mid Cap | 12.59 | 2.27 |
| Small Cap | - | 95.18 |
Sector Allocation
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Others | 0.11 | 0.1 |
| Industrials | 10.62 | 10.31 |
| Healthcare | 6.26 | 20.22 |
| Financial Services | 20.19 | 31.01 |
| Energy | 5.63 | 2.5 |
| Consumer Cyclical | 11.44 | 4.28 |
| Basic Materials | 12.85 | 10.06 |
| Consumer Defensive | 12.2 | 3.32 |
| Utilities | 12.62 | 2.94 |
| Technology | 2.45 | 12.64 |
| Real Estate | 3.4 | 1.23 |
| Communication Services | 2.24 | 1.39 |
Top Comparisons
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.25%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.33%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.38%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.09%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns18.56%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns18.64%
