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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
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
Chart Comparison
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) | ₹423 Cr | ₹308 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 | 0.6 | 1.01 |
| Manager | Devender Singhal | Pranav Gupta |
| ISIN Code | INF174KA1FX3 | INF209KB1W41 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Nifty Midcap 150 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 Midcap 150 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | -5.49% | -7.1% |
| 6 Month | -21.05% | -17.73% |
| 1 Year | -2.28% | -0.31% |
| 3 Year | 13.97% | 19.23% |
| 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 | -13.05% | -12.53% |
| 1 Year | -27.41% | -22.74% |
| 3 Year | 12.16% | 14.51% |
| 5 Year | - | - |
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 | 11.98% | 25.27% |
| 3 Year | 21.13% | 25.35% |
| 5 Year | - | - |
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 | 18.661% | 16.206% |
| Sharp | 0.536% | 0.832% |
| 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 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 |
|---|---|---|
| Others | -2.47423 | -0.21588 |
| Large Cap | 90.70267 | 6.15735 |
| Mid Cap | 11.77155 | 87.73139 |
| Small Cap | - | 6.32717 |
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 |
|---|---|---|
| Others | -2.47423 | -0.21588 |
| Industrials | 15.15717 | 19.47537 |
| Healthcare | 5.68987 | 10.92869 |
| Consumer Defensive | 10.92849 | 4.31521 |
| Financial Services | 24.55996 | 20.09425 |
| Basic Materials | 9.98752 | 11.03366 |
| Utilities | 12.56197 | 2.01216 |
| Technology | 2.47447 | 10.23011 |
| Energy | 2.17752 | 2.59873 |
| Real Estate | 3.67664 | 3.42755 |
| Consumer Cyclical | 12.52768 | 12.94536 |
| Communication Services | 2.73293 | 3.15482 |
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