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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) | ₹17423 Cr | ₹26769 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 | -2.13% | -2.97% |
| 6 Month | -3.32% | 0.54% |
| 1 Year | -11.13% | -4.06% |
| 3 Year | 14.51% | 17.28% |
| 5 Year | 20.84% | 22.08% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.92% | -2.95% |
| 1 Year | -2.85% | 3.18% |
| 3 Year | 7.83% | 12.31% |
| 5 Year | 12.32% | 16.04% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.76% | 16.71% |
| 3 Year | 15.69% | 19.3% |
| 5 Year | 17.87% | 20.5% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 11.78% |
| Sharp | 0.6% | 0.84% |
| Beta | 0.79% | 0.7% |
| Alpha | -2.23% | 1.26% |
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 | 6.94 | 13.75 |
| Large Cap | 5.1 | 5.12 |
| Small Cap | 74.08 | 68.75 |
| Mid Cap | 13.88 | 12.38 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.03 | 8.14 |
| Consumer Cyclical | 20.29 | 11.69 |
| Industrials | 25.22 | 15.57 |
| Healthcare | 23.84 | 13.34 |
| Financial Services | 9.76 | 19.23 |
| Real Estate | 4.19 | 4.35 |
| Technology | 1.77 | 9.11 |
| Basic Materials | 8.78 | 10.48 |
| Consumer Defensive | 3.11 | 5.47 |
| Communication Services | 2.02 | 0.75 |
| Energy | - | 0.94 |
| Utilities | - | 0.9 |
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