Nippon India Small Cap Fund (G) vs Kotak Small Cap Fund (G)

Both Nippon India Small Cap Fund (G) and Kotak Small Cap Fund (G) belong to Small Cap. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for Nippon India Small Cap Fund (G) and Kotak Small Cap Fund (G) is 22.623% and 15.737%. Check other parameters to pick the right fund.

Start comparing returns between

Nippon India Small Cap Fund (G)

Kotak Small Cap Fund (G)

Compare

Nav (05 Sep)

₹167.86

₹261.25

Last 1 Year

-7.3%

Last 3 Year

22.6%

15.7%

Last 5 Year

32.4%

27.7%

Last 10 Year

21.5%

17.7%

Since Inception

20.7%

17.2%

₹167.86

Nav (05 Sep)

-7.3%

Last 1 Year

22.6%

Last 3 Year

32.4%

Last 5 Year

21.5%

Last 10 Year

20.7%

Since Inception

₹261.25

Nav (05 Sep)

-7.3%

Last 1 Year

15.7%

Last 3 Year

27.7%

Last 5 Year

17.7%

Last 10 Year

17.2%

Since Inception

Scripbox Opinion

These are the top-ranked funds within small cap mutual funds.These funds invest in the smallest companies listed on the exchanges. Early in their growth cycle, these companies have the potential for vmore...

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Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs? Scripbox recommended equity funds have been scientifically curated based on the most important parameters. Invest in what's proven and tested.

Click here for top ranked funds in small cap mutual funds. Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-1more...

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Scripbox Recommended Equity Funds

Category View

Superior

The category has a superior investment outlook

Positive

The category has a positive investment outlook

Relative Size

₹ 65922 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 17902.6 Cr

The performance of the fund on a Fund Size metric has been Good

-Track Record

Lowest Interest Rate RiskImpact of Interest Rate Changes

Lowest Credit RiskCredit Quality Of Fund's Portfolio

₹ 65922 CrRelative Size

SuperiorCategory View

-Consistency Of Performance

-Track Record

Low Interest Rate RiskImpact of Interest Rate Changes

Low Credit RiskCredit Quality Of Fund's Portfolio

₹ 17902.6 CrRelative Size

PositiveCategory View

-Consistency Of Performance

Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Expense Ratio

1.48 %

1.68 %

Launched Date

2010-09-16

2005-02-24

AUM in Crores

₹ 65,922 Cr

₹ 17,903 Cr

Exit Load

Exit load of 1% if redeemed within 1 year.

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Lock-in

Benchmark

NIFTY Smallcap 250 Total Return Index

ISIN

INF204K01HY3

INF174K01211

SIP Minimum

₹ 1,000

Lumpsum Minimum

₹ 5,000

Fund Managers

Samir Rachh

Tejas Sheth

Arjun Khanna

Harish Bihani

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.more...

The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.more...

Very High

Risk Factor

1.48 %

Expense Ratio

2010-09-16

Launched Date

₹ 65,922 Cr

AUM in Crores

Exit load of 1% if redeemed within 1 year.

Exit Load

Lock-in

NIFTY Smallcap 250 Total Return Index

Benchmark

INF204K01HY3

ISIN

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Minimum

Very High

Risk Factor

1.68 %

Expense Ratio

2005-02-24

Launched Date

₹ 17,903 Cr

AUM in Crores

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Exit Load

Lock-in

NIFTY Smallcap 250 Total Return Index

Benchmark

INF174K01211

ISIN

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Minimum

Fund Managers

Samir Rachh

Tejas Sheth

Arjun Khanna

Harish Bihani

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.

The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.

This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

for

with step-up of

CAGR Returns

32.44% (5Y)

27.69% (5Y)

Total Investment Amount

₹ 7,32,612

Wealth Gained

₹ 9,96,308

₹ 7,74,801

Maturity Amount

₹ 17,28,920

₹ 15,07,413

Step-up

Tenure

32.44% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 9,96,308

Wealth Gained

₹ 17,28,920

Total Corpus Created With assumed returns of %

27.69% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 7,74,801

Wealth Gained

₹ 15,07,413

Total Corpus Created With assumed returns of %

Top Stock Holdings

Others

3.95%

Hdfc bank ltd.

1.78%

Kirloskar brothers ltd.

1.77%

Tube investments of india ltd.

1.71%

Voltamp transformers ltd.

1.5%

See all holdings

Others

3.73%

Techno electric & engineering ...

3.47%

Cyient ltd.

3.19%

Blue star ltd.

3.1%

Ratnamani metals & tubes ltd.

2.75%

See all holdings

Name

Nippon India Mutual Fund

Kotak Mahindra Mutual Fund

About

Reliance Nippon India Mutual Fund was established in 1996. It is a joint venture between India's Reliance Mutual Fund and Japan's Nippon Life Insurance Company. It is india's top amore...

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a bankmore...

more...

Contact Information