Kotak Nifty Next 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹643 Cr | ₹2269 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Mar 2021 | 16 Oct 2020 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 58.83% | 72% |
Expense Ratio | 0.6 | 0.94 |
Manager | Devender Singhal | Himanshu Mange |
ISIN Code | INF174KA1FX3 | INF204KB12W7 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.64% | 4.07% |
6 Month | -0.93% | -2.04% |
1 Year | -5.86% | -0.19% |
3 Year | 22.49% | 28.59% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.96% | 15.06% |
1 Year | 4.05% | 13.19% |
3 Year | 19.43% | 23.34% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 28.09% |
3 Year | 19.93% | 24.75% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 19.44% | 19.85% |
Sharp | 0.69% | 0.85% |
Beta | 0.99% | 0.99% |
Alpha | -0.66% | -1.44% |
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Fund Managers
Scheme Name | Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Devender Singhal | Himanshu Mange |
Total AUM | ₹20480 Cr | ₹0 Cr |
Funds Managed | 12 | 10 |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.29 | 0.77 |
Large Cap | 87.02 | 0.14 |
Mid Cap | 9.69 | 1.78 |
Small Cap | - | 97.31 |
Sector Allocation
Scheme Name |
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.92 | 0.23 |
Industrials | 14.61 | 23.41 |
Consumer Cyclical | 10.29 | 9.69 |
Healthcare | 6 | 12.79 |
Consumer Defensive | 13.68 | 4.48 |
Financial Services | 20.7 | 19.52 |
Energy | 4.91 | 1.4 |
Basic Materials | 10.01 | 12.13 |
Utilities | 10.62 | 2.86 |
Technology | 2 | 8.56 |
Real Estate | 3.89 | 2.03 |
Communication Services | 2.37 | 2.91 |
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