Nippon India Nifty Smallcap 250 Index Fund vs Kotak Nifty Next 50 Index Fund compare
                                 Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
                                Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
                            
                                 Nippon India Nifty Smallcap 250 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 | 3.31% | 4.37% | 
| 6 Month | 8.87% | 13.2% | 
| 1 Year | 0.06% | -1.47% | 
| 3 Year | 18.26% | 21.99% | 
| 5 Year | - | 27.31% | 
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 | 2.62% | 0.54% | 
| 1 Year | 11.83% | 9.18% | 
| 3 Year | 17.39% | 17.02% | 
| 5 Year | - | 19% | 
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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