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 29.122% and 21.005%. Check other parameters to pick the right fund.

Start comparing returns between

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Nippon India Small Cap Fund (G)

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Kotak Small Cap Fund (G)

Compare

Fund Returns

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Nav (08 Jul)

₹172.72

₹267.77

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Last 1 Year

-1.8%

-1.8%

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Last 3 Year

29.1%

21%

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Last 5 Year

37.2%

32.3%

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Last 10 Year

21.4%

17.4%

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Since Inception

21.2%

17.5%

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₹172.72
Nav (08 Jul)
-1.8%
Last 1 Year
29.1%
Last 3 Year
37.2%
Last 5 Year
21.4%
Last 10 Year
21.2%
Since Inception
₹267.77
Nav (08 Jul)
-1.8%
Last 1 Year
21%
Last 3 Year
32.3%
Last 5 Year
17.4%
Last 10 Year
17.5%
Since Inception

Scripbox Opinion

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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 Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Positive

The category has a positive investment outlook

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Relative Size

₹ 63006.7 Cr

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

₹ 17329.3 Cr

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

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 63006.7 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
₹ 17329.3 CrRelative Size
PositiveCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.48 %
1.68 %
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Launched Date
2010-09-16
2005-02-24
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AUM in Crores
₹ 63,007 Cr
₹ 17,329 Cr
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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
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Lock-in
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-
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Benchmark
NIFTY Smallcap 250 Total Return Index
NIFTY Smallcap 250 Total Return Index
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ISIN
INF204K01HY3
INF174K01211
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Samir Rachh

user-avatar

Tejas Sheth

user-avatar

Arjun Khanna

user-avatar

Harish Bihani

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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...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.48 %
Expense Ratio
2010-09-16
Launched Date
₹ 63,007 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
risk-indicator-arrow.svg
Very High
Risk Factor
1.68 %
Expense Ratio
2005-02-24
Launched Date
₹ 17,329 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

user-avatar

Samir Rachh

user-avatar

Tejas Sheth

user-avatar

Arjun Khanna

user-avatar

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.

Returns Calculator

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

of

for

with step-up of

CAGR Returns

37.24% (5Y)

32.26% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 12,60,946

₹ 9,87,121

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Maturity Amount

₹ 19,93,558

₹ 17,19,733

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Step-up

Tenure

37.24% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 12,60,946

Wealth Gained

₹ 19,93,558

Total Corpus Created With assumed returns of %

32.26% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 9,87,121

Wealth Gained

₹ 17,19,733

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Others

3.95%
3.95%

Hdfc bank ltd.

1.78%
1.78%

Kirloskar brothers ltd.

1.77%
1.77%

Tube investments of india ltd.

1.71%
1.71%

Voltamp transformers ltd.

1.5%
1.5%
See all holdingsright-arrowright-arrow

Others

3.73%
3.73%

Techno electric & engineering ...

3.47%
3.47%

Cyient ltd.

3.19%
3.19%

Blue star ltd.

3.1%
3.1%

Ratnamani metals & tubes ltd.

2.75%
2.75%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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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...
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Contact Information

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022-61152100 / 1800-22-2626
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Nippon India Small Cap Fund (G)

Small Cap

Invest in this fund
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Kotak Small Cap Fund (G)

Small Cap

Invest in this fund

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Nippon India Small Cap Fund (G)

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Kotak Small Cap Fund (G)

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