Kotak Nifty Next 50 Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
Chart Comparison
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹291 Cr | ₹220 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Mar 2021 | 05 Apr 2021 |
| Category | Index Fund | Index Fund |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Next 50 TRI | NIFTY Smallcap 50 TRI |
| Turn Over | 58.83% | 37% |
| Expense Ratio | 0.84 | 1.03 |
| Manager | Devender Singhal | Pranav Gupta |
| ISIN Code | INF174KA1FX3 | INF209KB1V83 |
| 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 Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Month | 2.35% | 3.78% |
| 6 Month | 28.46% | 24.57% |
| 1 Year | 68.79% | 64.36% |
| 3 Year | 23.05% | 21.22% |
| 5 Year | - | - |
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 32.73% | 24.39% |
| 3 Year | 56.94% | 57.06% |
| 5 Year | 60.81% | 59.03% |
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| 1 Year | 21.73% | 21.71% |
| 3 Year | 63.51% | 65.85% |
| 5 Year | 65.39% | 67.24% |
| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 16.66% | 20.93% |
| Sharp | 0.94% | 0.64% |
| Beta | 1.14% | 1.15% |
| Alpha | 3.77% | -8.66% |
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| Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth |
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
|---|---|---|
| Large Cap | 86.23 | - |
| Mid Cap | 13.28 | 12.77 |
| Others | 0.38 | 0.06 |
| Small Cap | - | 87.17 |
| Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Nifty Smallcap 50 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 | - |
| 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 | 0.06 |
| Consumer Discretionary | - | 7.9 |
| Capital Goods | - | 8.18 |
| Financial | - | 27.31 |
| Services | - | 10.81 |
| Healthcare | - | 7.52 |
| Metals & Mining | - | 4.15 |
| Technology | - | 9.27 |
| Construction | - | 2.43 |
| Diversified | - | 2.31 |
| Consumer Staples | - | 3.95 |
| Chemicals | - | 5.66 |
| Energy | - | 6.13 |
| Communication | - | 3.05 |
| Textiles | - | 1.27 |
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