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) | ₹706 Cr | ₹2479 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 | -0.23% | -4.95% |
6 Month | 13.01% | 15.69% |
1 Year | -7.23% | -4.61% |
3 Year | 16.3% | 22.41% |
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 | 2.33% | 3.2% |
1 Year | -1.17% | -0.7% |
3 Year | 15.78% | 16.91% |
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 | 7.55% | 26.94% |
3 Year | 20.2% | 25% |
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 | 18.06% | 19.19% |
Sharp | 0.64% | 0.88% |
Beta | 0.99% | 0.99% |
Alpha | -0.67% | -1.42% |
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 | 2.44 | 0.67 |
Large Cap | 87.89 | 0.2 |
Mid Cap | 9.67 | 1.99 |
Small Cap | - | 97.14 |
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 | 0.11 | 0.09 |
Industrials | 14.57 | 22.72 |
Consumer Cyclical | 11 | 9.57 |
Healthcare | 6.34 | 13.97 |
Consumer Defensive | 13.89 | 4.47 |
Financial Services | 20.28 | 19.88 |
Energy | 5.1 | 1.34 |
Basic Materials | 10 | 12.38 |
Utilities | 10.69 | 2.89 |
Technology | 2.04 | 7.95 |
Real Estate | 3.65 | 1.94 |
Communication Services | 2.33 | 2.82 |
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