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
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 Risk | Very High Risk |
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 | -4.6% | -6.33% |
6 Month | -18.39% | -13.83% |
1 Year | 3.57% | 3.63% |
3 Year | 14.71% | 19.82% |
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 | -20.89% | -15.47% |
3 Year | 13.66% | 17.1% |
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 | 0.28 | 0.97 |
Large Cap | 91.8 | 1.79 |
Mid Cap | 8.46 | 76.82 |
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 |
---|---|---|
Others | 0.28 | -0.22 |
Electrical Equipment | 6.94 | - |
Pharmaceuticals & Biotechnology | 6.2 | - |
Personal Products | 4.36 | - |
Finance | 12.26 | - |
Banks | 5.9 | - |
Aerospace & Defense | 4.1 | - |
Cement & Cement Products | 3.59 | - |
Insurance | 4.26 | 0.26 |
Power | 6.62 | - |
Gas | 3.42 | - |
Consumer Durables | 2.48 | - |
Retailing | 5.88 | - |
Beverages | 3.13 | - |
Diversified Metals | 4.24 | - |
IT - Software | 2.82 | - |
Petroleum Products | 3.29 | - |
Realty | 3.19 | - |
Chemicals & Petrochemicals | 2.51 | - |
Auto Components | 4.47 | - |
Leisure Services | 1.37 | - |
Automobiles | 3.26 | - |
Transport Services | 4.04 | - |
Ferrous Metals | 1.93 | - |
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 |
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