- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+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) | ₹16450 Cr | ₹23139 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 | 0.27% | 1.71% |
| 6 Month | -13.51% | -6.36% |
| 1 Year | 1.74% | 6.88% |
| 3 Year | 13.11% | 16.91% |
| 5 Year | 32.13% | 29.28% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.55% | -0.34% |
| 1 Year | -14.94% | -4.54% |
| 3 Year | 13.23% | 17.18% |
| 5 Year | 19.49% | 21.33% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Axis Small Cap Fund Regular 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 Regular Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.741% | 11.78% |
| Sharp | 0.383% | 0.59% |
| Beta | 0.8% | 0.69% |
| Alpha | -3.619% | 1.2% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.06 | 14 |
| Large Cap | 3.87 | 4.05 |
| Small Cap | 73.8 | 64.45 |
| Mid Cap | 18.27 | 17.51 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.24 | 13.78 |
| Consumer Cyclical | 21.06 | 10.55 |
| Industrials | 31.48 | 18.4 |
| Healthcare | 17.37 | 11.43 |
| Real Estate | 4.45 | 4.85 |
| Financial Services | 3.58 | 17.17 |
| Basic Materials | 13.84 | 10.58 |
| Consumer Defensive | 2.57 | 4.76 |
| Communication Services | 2.12 | 0.81 |
| Technology | 0.29 | 7.13 |
| Utilities | - | 0.54 |
Top Comparisons
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns22.68%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns15.07%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns16.53%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns13.47%
ITI Value Fund Regular - Growth
3Y Returns17.97%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.72%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.41%
