Kotak Nifty Next 50 Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Kotak Nifty Next 50 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) | ₹423 Cr | ₹1903 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 | 4.01% | 2.62% |
6 Month | -10.64% | -13% |
1 Year | 5.67% | 2.65% |
3 Year | 14.78% | 16.41% |
5 Year | - | - |
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 | -1% | -4.88% |
1 Year | -12.24% | -16.37% |
3 Year | 17.85% | 17.3% |
5 Year | - | - |
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 | 11.98% | 30.19% |
3 Year | 21.13% | 25.72% |
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 | 18.661% | 19.312% |
Sharp | 0.536% | 0.571% |
Beta | - | - |
Alpha | - | - |
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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 | -2.47 | 0.39 |
Large Cap | 90.7 | - |
Mid Cap | 11.77 | 8.09 |
Small Cap | - | 91.6 |
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 | -2.47 | 0.63 |
Industrials | 15.16 | 22.75 |
Healthcare | 5.69 | 13.05 |
Consumer Defensive | 10.93 | 3.99 |
Financial Services | 24.56 | 19.5 |
Basic Materials | 9.99 | 13.96 |
Utilities | 12.56 | 1.97 |
Technology | 2.47 | 8 |
Energy | 2.18 | 1.29 |
Real Estate | 3.68 | 2.33 |
Consumer Cyclical | 12.53 | 9.67 |
Communication Services | 2.73 | 2.93 |
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