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) | ₹423 Cr | ₹209 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 | 5.81% | 7.21% |
6 Month | -2.95% | -4.02% |
1 Year | 1.17% | 8.57% |
3 Year | 20.1% | 25.28% |
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 | -1.88% | -4.61% |
1 Year | -16.3% | -16.89% |
3 Year | 14.72% | 18.88% |
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 | 11.98% | 25.63% |
3 Year | 21.13% | 18.9% |
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 | 18.661% | 21.74% |
Sharp | 0.536% | 0.475% |
Beta | - | - |
Alpha | - | - |
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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 | -2.47 | 0.02 |
Large Cap | 90.7 | - |
Mid Cap | 11.77 | 14.96 |
Small Cap | - | 85.02 |
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 | -2.47 | 0.02 |
Industrials | 15.16 | 18.61 |
Healthcare | 5.69 | 12.35 |
Consumer Defensive | 10.93 | 2.66 |
Financial Services | 24.56 | 26.63 |
Basic Materials | 9.99 | 12.86 |
Utilities | 12.56 | 4.19 |
Technology | 2.47 | 11.65 |
Energy | 2.18 | 1.34 |
Real Estate | 3.68 | 2.52 |
Consumer Cyclical | 12.53 | 3.45 |
Communication Services | 2.73 | 3.72 |
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