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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) | ₹762 Cr | ₹2563 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 | 0.24% | -2.4% |
| 6 Month | 8.12% | 10.34% |
| 1 Year | -6% | -7.41% |
| 3 Year | 18.46% | 21.68% |
| 5 Year | - | 26.69% |
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 | 2.36% | -0.67% |
| 1 Year | 10.31% | 6.43% |
| 3 Year | 16.94% | 16.03% |
| 5 Year | - | 18.54% |
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 | 6.85% | 26.02% |
| 3 Year | 19.75% | 24.73% |
| 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 | 17.73% | 19.27% |
| Sharp | 0.60% | 0.75% |
| Beta | 0.99% | 0.99% |
| Alpha | -0.80% | -1.40% |
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 | 6.08 | 2.12 |
| Large Cap | 81.44 | 0 |
| Mid Cap | 12.48 | 2.22 |
| Small Cap | - | 95.66 |
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 | -0.02 | -0.09 |
| Industrials | 11.24 | 20.54 |
| Consumer Cyclical | 11.51 | 11.34 |
| Healthcare | 5.93 | 14.97 |
| Consumer Defensive | 12.47 | 3.99 |
| Financial Services | 20.01 | 20.62 |
| Energy | 5.37 | 1.67 |
| Basic Materials | 12.91 | 11.19 |
| Utilities | 12.8 | 2.88 |
| Technology | 2.11 | 8.42 |
| Real Estate | 3.43 | 1.85 |
| Communication Services | 2.25 | 2.62 |
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