Aditya Birla Sun Life Nifty 50 Index Fund vs Kotak Nifty Next 50 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 50 Index Fund - Growth - Regular Plan

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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 50 Index Fund - Growth - Regular Plan
Fund Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹341 Cr ₹931 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 03 Mar 2021 05 Sep 2002
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Next 50 TRI NIFTY 50 TRI
Turn Over 58.83% 16%
Expense Ratio 0.74 0.47
Manager Devender Singhal Pranav Gupta
ISIN Code INF174KA1FX3 INF209K01LB2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
1 Month -7.16% -3.2%
6 Month 9.42% 10.02%
1 Year 52.47% 25.04%
3 Year 16.63% 10.71%
5 Year - 15.69%

SIP Return Analysis

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
6 Month - -
1 Year 24.15% 13.02%
3 Year 27.76% 16.26%
5 Year - 17.38%

Rolling Lumpsum Returns

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
1 Year 9.19% 14.44%
3 Year 22.16% 12.22%
5 Year - 11.81%

Risk Management

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
Standard Deviation 16.66% 12.46%
Sharp 0.94% 0.67%
Beta 1.14% 0.99%
Alpha 3.77% -1.98%

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Fund Managers

Scheme Name Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
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 50 Index Fund - Growth - Regular Plan

Market Cap

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Others 0.47 1.08
Large Cap 85.77 98.22
Mid Cap 14.14 0.67

Sector Allocation

Scheme Name

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

Others 0.47 0.24
Electrical Equipment 4.49 -
Pharmaceuticals & Biotechnology 2.61 -
Personal Products 6.16 -
Finance 12.95 -
Banks 5.14 -
Aerospace & Defense 8.45 -
Cement & Cement Products 3.06 -
Insurance 3.81 1.21
Gas 3.1 -
Consumer Durables 2.76 -
Retailing 12.67 -
Agricultural Food & other Products 1.45 -
Beverages 2.88 -
Diversified Metals 3.42 -
Petroleum Products 2.82 -
Power 5.49 -
Realty 2.36 -
Chemicals & Petrochemicals 3.69 -
Auto Components 3.5 -
Leisure Services 1.23 -
Automobiles 2.84 -
Transport Services 3.48 -
Ferrous Metals 1.55 -
Energy - 14.49
Technology - 12.03
Construction - 4.36
Metals & Mining - 3.23
Materials - 4.45
Consumer Staples - 8.01
Financial - 32.81
Healthcare - 4.19
Automobile - 8.04
Consumer Discretionary - 1.36
Communication - 3.59
Services - 1.96

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