Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak vs Nippon India Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Small Cap Fund Regular Growth

Invest Now

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17903 Cr ₹65922 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 24 Feb 2005 16 Sep 2010
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 6.71% 23%
Expense Ratio 1.65 1.47
Manager Arjun Khanna Tejas Sheth
ISIN Code INF174K01211 INF204K01HZ0
Exits Load Kotak Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month -4.19% 2.96%
6 Month 11.65% 3.2%
1 Year -4.19% 27.45%
3 Year 16.27% 27.3%
5 Year 28.67% 35.6%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month 3.59% -
1 Year -1.09% 21.44%
3 Year 13.79% 33.74%
5 Year 17.29% 37.32%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 16.31% 18.15%
3 Year 15.43% 28.18%
5 Year 17.63% 22.05%

Risk Management

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation 16.55% 16.32%
Sharp 0.72% 1.10%
Beta 0.82% 0.83%
Alpha -3.65% 2.27%

Fund Managers

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name Arjun Khanna Tejas Sheth
Total AUM ₹169639 Cr ₹89953 Cr
Funds Managed 24 3
Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option

Market Cap

Scheme Name

Kotak Small Cap Fund Regular Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 4.53 5.23
Large Cap 4.51 11.94
Small Cap 75.45 70
Mid Cap 15.5 12.83

Sector Allocation

Scheme Name

Kotak Small Cap Fund Regular Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 2.02 5.23
Consumer Cyclical 20.95 -
Industrials 26.82 -
Healthcare 22.81 -
Financial Services 5.45 -
Real Estate 4.19 -
Technology 1.55 -
Basic Materials 11.39 -
Consumer Defensive 2.84 -
Communication Services 1.99 -
IT - Services - 2.62
Telecom - Equipment & Accessories - 1.27
Consumer Durables - 7.21
Industrial Products - 9.04
Textiles & Apparels - 2.62
Electrical Equipment - 7.25
Diversified FMCG - 0.41
Pharmaceuticals & Biotechnology - 4.89
Banks - 5.79
Realty - 0.58
Chemicals & Petrochemicals - 3.55
IT - Software - 2.46
Leisure Services - 1.54
Paper, Forest & Jute Products - 1.08
Industrial Manufacturing - 2.63
Aerospace & Defense - 1.69
Transport Services - 0.49
Cement & Cement Products - 1.24
Fertilizers & Agrochemicals - 1.79
Capital Markets - 4.66
Construction - 3.26
Power - 1.84
Media - 0.08
IT - Hardware - 0.06
Healthcare Services - 2.27
Agricultural Food & other Products - 1.89
Finance - 2.98
Other Consumer Services - 1.15
Petroleum Products - 0.27
Entertainment - 0.51
Diversified Metals - 0.86
Retailing - 1.32
Food Products - 1.4
Auto Components - 6.15
Commercial Services & Supplies - 0.94
Household Products - 1.13
Telecom - Services - 0.69
Diversified - 0.11
Consumable Fuels - 0.56
Personal Products - 1.15
Beverages - 1.23
Automobiles - 0.15
Other Utilities - 0.82
Insurance - 0.58
Agricultural, Commercial & Construction Vehicles - 0.4
Ferrous Metals - 0.16

Top Comparisons

Tata Multi Asset Allocation Fund-Regular Plan-Growth Tata Multi Asset Allocation Fund-Regular Plan-Growth

3Y Returns14.16%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.38%

VS

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns16.8%

Compare Now

Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth

3Y Returns14.49%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns11.76%

Compare Now

SBI Dividend Yield Fund - Regular Plan - Growth SBI Dividend Yield Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns16.17%

Compare Now
Add to Cart Successfully