Kotak vs Axis Small Cap Fund compare
Kotak Small Cap Fund - Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
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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