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

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

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

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

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	-	-

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%

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%

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
Large Cap	86.23	1.79
Mid Cap	13.28	76.82
Others	0.38	0.97
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
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