- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak vs Axis Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17480 Cr | ₹25975 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 24 Feb 2005 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 6.71% | 5% |
| Expense Ratio | 1.65 | 1.61 |
| Manager | Arjun Khanna | Shreyash Devalkar |
| ISIN Code | INF174K01211 | INF846K01K01 |
| Exits Load | Kotak Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.19% | 3.62% |
| 6 Month | 10.13% | 11.09% |
| 1 Year | -5.69% | 2.65% |
| 3 Year | 16.5% | 19.44% |
| 5 Year | 26.34% | 26.19% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.57% | -0.66% |
| 1 Year | 2.23% | 6.67% |
| 3 Year | 11.17% | 14.32% |
| 5 Year | 14.59% | 17.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.09% | 17.27% |
| 3 Year | 15.52% | 19.6% |
| 5 Year | 17.69% | 20.16% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.58% | 11.78% |
| Sharp | 0.62% | 0.85% |
| Beta | 0.80% | 0.7% |
| Alpha | -2.99% | 0.23% |
Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Arjun Khanna | Shreyash Devalkar |
| Total AUM | ₹169639 Cr | ₹166770 Cr |
| Funds Managed | 24 | 14 |
| Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.16 | 14.56 |
| Large Cap | 4.88 | 3.37 |
| Small Cap | 75.11 | 68.95 |
| Mid Cap | 14.85 | 13.12 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.46 | 10.82 |
| Consumer Cyclical | 19.55 | 11.15 |
| Industrials | 26.53 | 16.2 |
| Healthcare | 23.7 | 13.47 |
| Financial Services | 7.3 | 17.03 |
| Real Estate | 3.93 | 4.25 |
| Technology | 1.69 | 8.99 |
| Basic Materials | 10.27 | 11.37 |
| Consumer Defensive | 2.65 | 5.22 |
| Communication Services | 1.93 | 0.91 |
| Utilities | - | 0.58 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns23.59%
UTI Mid Cap Fund-Growth Option
3Y Returns16.68%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.53%
Invesco India Largecap Fund - Growth
3Y Returns17.12%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.79%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns14.56%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.37%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.77%
