Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs Kotak Nifty Next 50 Index Fund compare

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

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Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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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)	₹341 Cr	₹223 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	0.74	1.01
Manager	Devender Singhal	Pranav Gupta
ISIN Code	INF174KA1FX3	INF209KB1W41
Exits Load	Nil/365	Exit load of 0.25%, if redeemed within 15 days./365

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	-7.16%	-5.6%
6 Month	9.42%	12.46%
1 Year	52.47%	36.53%
3 Year	16.63%	20.04%
5 Year	-	-

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	24.15%	19.24%
3 Year	27.76%	29.38%
5 Year	-	-

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	-	-

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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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

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.47	0.97
Large Cap	85.77	1.79
Mid Cap	14.14	76.82
Small Cap	-	4.99

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Others	0.47	-0.22
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	0.26
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	-	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