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Kotak vs Axis Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund - Growth

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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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 Axis Small Cap Fund - Regular Plan - Growth
Fund Kotak Small Cap Fund - Growth Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17593 Cr ₹23952 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 1.64 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 - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month -9.75% -7.71%
6 Month -11.3% -5.91%
1 Year 8.18% 7.37%
3 Year 13.68% 16.15%
5 Year 24.36% 21.83%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund - Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year -1.51% 3.23%
3 Year 18.33% 20.12%
5 Year 24.64% 24.25%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 17.09% 18.9%
3 Year 15.43% 19.99%
5 Year 17.38% 19.66%

Risk Management

Scheme Name Kotak Small Cap Fund - Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 13% 11.78%
Sharp 0.77% 0.74%
Beta 0.7% 0.65%
Alpha 0.54% 2.4%

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Fund Managers

Scheme Name Kotak Small Cap Fund - Growth Axis Small Cap Fund - Regular Plan - Growth
Name Arjun Khanna Shreyash Devalkar
Total AUM ₹169639 Cr ₹166770 Cr
Fund Manage 24 14
Kotak Small Cap Fund - Growth Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Small Cap Fund - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 2.29 13.11
Small Cap 74.37 67.41
Mid Cap 17.69 15.27
Large Cap 5.77 4.27

Sector Allocation

Scheme Name

Kotak Small Cap Fund - Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 2.29 13.11
Transport Services 4.15 0.24
Pharmaceuticals & Biotechnology 5.91 4.25
Realty 3.51 5.26
Healthcare Services 7.25 5.8
Banks 0.93 3.86
Industrial Products 10.32 6.74
Retailing 5.47 1.29
Consumer Durables 15.84 5.72
Chemicals & Petrochemicals 4.04 7.64
Agricultural Food & other Products 1.51 2.83
IT - Services 3.31 1.17
Entertainment 0.86 -
Electrical Equipment 2.4 1.55
Construction 6.49 2.83
Finance 1.5 7.24
Agricultural, Commercial & Construction Vehicles 2.64 -
IT - Software 1.01 3.86
Textiles & Apparels 2.4 0.39
Auto Components 9.74 7.32
Telecom - Services 1.68 -
Food Products 0.4 1.61
Fertilizers & Agrochemicals 1.86 -
Capital Markets 1.17 5.62
Insurance 1.09 -
Cement & Cement Products 1.24 2.3
Commercial Services & Supplies 1.11 0.63
Gas - 0.55
Non - Ferrous Metals - 0.41
Aerospace & Defense - 1.38
Financial Technology (Fintech) - 1.84
Leisure Services - 1.07
Industrial Manufacturing - 2.67
Household Products - 0.61
Cigarettes & Tobacco Products - 0.27

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