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Kotak vs Nippon India Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund Regular Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month 7.07% 2.96%
6 Month -7.33% 3.2%
1 Year 0.87% 27.45%
3 Year 21.15% 27.3%
5 Year 33.59% 35.6%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month 9.89% -
1 Year 2.92% 21.44%
3 Year 17.57% 33.74%
5 Year 20.69% 37.32%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 16.59% 18.15%
3 Year 15.26% 28.18%
5 Year 17.52% 22.05%

Risk Management

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

Sector Allocation

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

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