Kotak Small Cap Fund vs Nippon India Small Cap Fund
Over the last 3 years, Nippon India Small Cap Fund returned 14.1% a year against 11.9% for Kotak Small Cap Fund (Direct plans). Nippon India Small Cap Fund was the more consistent: ahead of its index in 87% of rolling 3-year periods, against 0%. They hold 28 stocks in common; the portfolio overlap is 13%. Data as of 12 Nov 2026.
| Kotak Small Cap Fund | Nippon India Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | Kotak Mahindra Mutual Fund | Nippon India Mutual Fund |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Smallcap 250 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹17,907 cr | ₹76,919 cr |
| Direct plan | ||
| Rating | C | C |
| Expense ratio | 0.63% | 0.69% |
| 1Y return | 6.1% | 7.1% |
| 3Y return (a year) | 11.9% | 14.1% |
| 5Y return (a year) | 11.0% | 17.2% |
| 3Y vs index | -1.1% | +1.1% |
| Rating score, rank | 38 · #19 of 25 | 32 · #20 of 25 |
| Regular plan | ||
| Rating | C | C |
| Expense ratio | 1.71% | 1.41% |
| 1Y return | 4.9% | 6.4% |
| 3Y return (a year) | 10.7% | 13.3% |
| 5Y return (a year) | 9.6% | 16.3% |
| 3Y vs index | -2.3% | +0.3% |
| Rating score, rank | 37 · #19 of 25 | 36 · #20 of 25 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 0% | 87% |
| Deepest fall, 3Y | -24.7% | -24.2% |
| Volatility, 3Y | 16.8% | 17.6% |
| Max fall, 5Y | -24.7% | -24.2% |
| Down capture, 3Y | 80 | 79 |
| Stocks held | 79 | 259 |
| Top 10 holdings | 29% | 15% |
| Large / mid / small caps | 7 / 15 / 75% | 16 / 13 / 65% |
| Largest sector | Healthcare Services | Electrical Equipment |
Common questions
Kotak Small Cap Fund or Nippon India Small Cap Fund: which is better?
On our track-record ratings (Direct plans), Kotak Small Cap Fund is rated C and Nippon India Small Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Kotak Small Cap Fund or Nippon India Small Cap Fund: which has done better?
Over the last 3 years, Nippon India Small Cap Fund returned 14.1% a year against 11.9% for Kotak Small Cap Fund (Direct plans).
How much do Kotak Small Cap Fund and Nippon India Small Cap Fund overlap?
They hold 28 stocks in common; the portfolio overlap is 13%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated small cap funds this month · All small cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.