Kotak vs Nippon India Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund - 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 - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund Kotak Small Cap Fund - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17644 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 1.64 1.47
Manager Arjun Khanna Tejas Sheth
ISIN Code INF174K01211 INF204K01HZ0
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month -6.71% -7.27%
6 Month 10.18% 6.3%
1 Year 29.99% 30.93%
3 Year 15.97% 25.61%
5 Year 30% 34.28%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month - -
1 Year 28.57% 27.3%
3 Year 26.8% 34.66%
5 Year 30.87% 37.76%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 16.8% 18.15%
3 Year 15.33% 28.18%
5 Year 17.22% 22.05%

Risk Management

Scheme Name Kotak Small Cap Fund - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation 13% 14.53%
Sharp 0.92% 1.42%
Beta 0.68% 0.78%
Alpha 1.31% 8.09%

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Fund Managers

Scheme Name Kotak Small Cap Fund - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name Arjun Khanna Tejas Sheth
Total AUM ₹169639 Cr ₹89953 Cr
Fund Manage 24 3
Kotak Small Cap Fund - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option

Market Cap

Scheme Name

Kotak Small Cap Fund - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 3.68 4.71
Small Cap 73.7 55.11
Mid Cap 17 11.64
Large Cap 5.76 11.02

Sector Allocation

Scheme Name

Kotak Small Cap Fund - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 3.68 4.38
Transport Services 3.86 -
Pharmaceuticals & Biotechnology 5.89 -
Realty 3.63 -
Healthcare Services 6.8 -
Banks 0.88 -
Industrial Products 10.36 -
Retailing 5.53 -
Consumer Durables 15.8 -
Chemicals & Petrochemicals 4.08 -
Agricultural Food & other Products 1.5 -
IT - Services 3.27 -
Entertainment 0.88 -
Electrical Equipment 0.95 -
Construction 6.54 2.38
Finance 1.6 -
Agricultural, Commercial & Construction Vehicles 2.42 -
IT - Software 0.98 -
Textiles & Apparels 2.33 -
Auto Components 10.55 -
Telecom - Services 1.66 -
Food Products 0.38 -
Fertilizers & Agrochemicals 1.79 -
Capital Markets 1.12 -
Insurance 1.19 0.52
Cement & Cement Products 1.28 -
Commercial Services & Supplies 1.19 -
Communication - 2.38
Financial - 9.5
Healthcare - 5.49
Chemicals - 5.31
Services - 6.49
Consumer Discretionary - 3.29
Consumer Staples - 6.62
Automobile - 3.73
Capital Goods - 18.16
Materials - 3.25
Metals & Mining - 3.1
Technology - 2.34
Textiles - 2.69
Diversified - 1.6
Energy - 1.25

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