Aditya Birla Sun Life Nifty Midcap 150 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 Midcap 150 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 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) ₹291 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 0.84 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

Trailing Lumpsum Returns

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 2.35% 1.84%
6 Month 28.46% 22.79%
1 Year 68.79% 50.55%
3 Year 23.05% 27.58%
5 Year - -

SIP Return Analysis

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 32.73% 21.41%
3 Year 56.94% 56.4%
5 Year 60.81% 60.64%

Rolling Lumpsum Returns

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 21.73% 24.1%
3 Year 63.51% 67.16%
5 Year 65.39% 68.61%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

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

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

Large Cap 86.23 1.79
Mid Cap 13.28 76.82
Others 0.38 0.97
Small Cap - 4.99

Sector Allocation

Scheme Name

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

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

Retailing 10.83 -
Aerospace & Defense 9.52 -
Power 5.82 -
Finance 12.7 -
Transport Services 3.21 -
Electrical Equipment 5.2 -
Diversified Metals 2.93 -
Petroleum Products 2.78 -
Gas 3.08 -
Automobiles 2.52 -
Realty 2.43 -
Personal Products 5.72 -
Auto Components 3.69 -
Banks 5.79 -
Chemicals & Petrochemicals 3.83 -
Consumer Durables 2.74 -
Insurance 3.34 0.26
Cement & Cement Products 3.51 -
Ferrous Metals 1.76 -
Beverages 2.87 -
Agricultural Food & other Products 1.45 -
Leisure Services 1.38 -
Pharmaceuticals & Biotechnology 2.41 -
Others 0.38 -0.22
Capital Goods - 12.1
Services - 5.84
Financial - 13.19
Automobile - 7.41
Healthcare - 7.88
Technology - 4.69
Energy - 5.86
Materials - 4.01
Construction - 4.24
Communication - 3
Consumer Discretionary - 1.35
Metals & Mining - 5.95
Chemicals - 5.68
Textiles - 0.98
Consumer Staples - 2.03
Diversified - 0.32

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