Kotak vs Nippon India Small Cap Fund compare

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Kotak Small Cap Fund Regular Growth

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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)	₹17423 Cr	₹68572 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

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month	0.56%	-
6 Month	-6.24%	-
1 Year	-7.98%	-
3 Year	15.72%	-
5 Year	19.67%	-

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month	-2.46%	-
1 Year	1.48%	-
3 Year	8.22%	-
5 Year	12.24%	-

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year	15.68%	-
3 Year	15.65%	-
5 Year	17.89%	-

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation	13%	16.55%
Sharp	0.6%	0.87%
Beta	0.79%	0.82%
Alpha	-2.23%	2.07%

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

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	1.05	5.23
Mid Cap	15.28	12.83
Small Cap	77.14	70
Large Cap	6.53	11.94

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	1.05	5.23
Retailing	8.47	1.32
Transport Services	2.27	0.49
Pharmaceuticals & Biotechnology	7.4	4.89
Banks	3.26	5.79
Realty	4.19	0.58
Healthcare Services	13.06	2.27
IT - Software	0.61	2.46
Industrial Products	6.87	9.04
Chemicals & Petrochemicals	1.97	3.55
Consumer Durables	11.67	7.21
Other Consumer Services	0.63	1.15
IT - Services	3.24	2.62
Agricultural Food & other Products	1.12	1.89
Finance	4.92	2.98
Capital Markets	1.37	4.66
Entertainment	0.59	0.51
Electrical Equipment	1.59	7.25
Construction	5.82	3.26
Agricultural, Commercial & Construction Vehicles	2.98	0.4
Textiles & Apparels	2.2	2.62
Auto Components	6.85	6.15
Telecom - Services	1.42	0.69
Fertilizers & Agrochemicals	0.95	1.79
Insurance	1.97	0.58
Cement & Cement Products	1.03	1.24
Leisure Services	1.33	1.54
Commercial Services & Supplies	1.17	0.94
Telecom - Equipment & Accessories	-	1.27
Diversified FMCG	-	0.41
Paper, Forest & Jute Products	-	1.08
Industrial Manufacturing	-	2.63
Aerospace & Defense	-	1.69
Power	-	1.84
Media	-	0.08
IT - Hardware	-	0.06
Petroleum Products	-	0.27
Diversified Metals	-	0.86
Food Products	-	1.4
Household Products	-	1.13
Diversified	-	0.11
Consumable Fuels	-	0.56
Personal Products	-	1.15
Beverages	-	1.23
Automobiles	-	0.15
Other Utilities	-	0.82
Ferrous Metals	-	0.16