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)	₹16450 Cr	₹56452 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	5.3%	2.96%
6 Month	-10.49%	3.2%
1 Year	5.24%	27.45%
3 Year	17.81%	27.3%
5 Year	34.61%	35.6%

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month	-5.28%	-
1 Year	-19.03%	21.44%
3 Year	10.99%	33.74%
5 Year	17.72%	37.32%

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year	17.09%	18.15%
3 Year	15.43%	28.18%
5 Year	17.38%	22.05%

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation	16.741%	14.53%
Sharp	0.383%	1.36%
Beta	0.8%	0.79%
Alpha	-3.619%	7.17%

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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	4.06	5.23
Large Cap	3.87	11.94
Small Cap	73.8	70
Mid Cap	18.27	12.83

Scheme Name	Kotak Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	3.24	5.23
Consumer Cyclical	21.06	-
Industrials	31.48	-
Healthcare	17.37	-
Real Estate	4.45	-
Financial Services	3.58	-
Basic Materials	13.84	-
Consumer Defensive	2.57	-
Communication Services	2.12	-
Technology	0.29	-
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