Kotak vs Axis Small Cap Fund compare

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Kotak Small Cap Fund Regular Growth

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Axis Small Cap Fund Regular 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 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)	₹17329 Cr	₹25062 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

Scheme Name	Kotak Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
1 Month	3.06%	2.76%
6 Month	-5.05%	-0.98%
1 Year	-0.51%	6.67%
3 Year	21.67%	24.24%
5 Year	31.81%	29.96%

Scheme Name	Kotak Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
6 Month	6.59%	7.02%
1 Year	-0.73%	6.22%
3 Year	16.53%	19.5%
5 Year	20.13%	21.93%

Scheme Name	Kotak Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
1 Year	16.59%	18.22%
3 Year	15.26%	19.38%
5 Year	17.52%	19.81%

Scheme Name	Kotak Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	17.11%	14.41%
Sharp	0.72%	1.00%
Beta	0.82%	0.70%
Alpha	-3.53%	0.84%

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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

Scheme Name	Kotak Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Others	4.06	13.25
Large Cap	3.87	3.96
Small Cap	73.8	66.54
Mid Cap	18.27	16.2

Scheme Name	Kotak Small Cap Fund Regular Growth	Axis Small Cap Fund Regular Growth
Others	3.24	13.25
Consumer Cyclical	21.06	-
Industrials	31.48	-
Healthcare	17.37	-
Real Estate	4.45	-
Financial Services	3.58	-
Basic Materials	13.84	-
Consumer Defensive	2.57	-
Communication Services	2.12	-
Technology	0.29	-
Gas	-	0.53
Capital Markets	-	5.79
Auto Components	-	5.57
IT - Services	-	1.43
Pharmaceuticals & Biotechnology	-	4.24
Retailing	-	0.62
Banks	-	4.44
Non - Ferrous Metals	-	0.38
Healthcare Services	-	7.08
Chemicals & Petrochemicals	-	7.42
Paper, Forest & Jute Products	-	0.19
IT - Software	-	3.11
Construction	-	2.55
Electrical Equipment	-	1.56
Aerospace & Defense	-	1.6
Transport Services	-	0.19
Textiles & Apparels	-	0.67
Agricultural Food & other Products	-	2.75
Industrial Products	-	5.84
Consumer Durables	-	6.02
Finance	-	7.7
Realty	-	4.66
Agricultural, Commercial & Construction Vehicles	-	0.14
Household Products	-	1.31
Financial Technology (Fintech)	-	1.67
Leisure Services	-	1.68
Food Products	-	1.29
Cement & Cement Products	-	1.84
Industrial Manufacturing	-	2.59
Commercial Services & Supplies	-	0.54
Cigarettes & Tobacco Products	-	0.24
Beverages	-	0.58
Insurance	-	0.48