Kotak vs Bandhan Small Cap Fund compare

Kotak vs Bandhan Small Cap Fund compare

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Kotak Small Cap Fund Regular Growth

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Bandhan 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	Bandhan Small Cap Fund Regular Growth
Fund	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17423 Cr	₹17380 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	24 Feb 2005	26 Feb 2020
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	6.71%	%
Expense Ratio	1.65	1.72
Manager	Arjun Khanna	Manish Gunwani
ISIN Code	INF174K01211	INF194KB1AJ8
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	Bandhan Small Cap Fund - Regular Plan - 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	Bandhan Small Cap Fund Regular Growth
1 Month	-2.9%	-3.24%
6 Month	-4.3%	-0.92%
1 Year	-11.58%	-4.8%
3 Year	14.54%	28.64%
5 Year	21.28%	26.65%

SIP Return Analysis

Scheme Name	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth
6 Month	-3.97%	-1.56%
1 Year	0.19%	9.76%
3 Year	8.65%	22.76%
5 Year	12.55%	23.2%

Rolling Lumpsum Returns

Scheme Name	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth
1 Year	15.92%	29.64%
3 Year	15.72%	29.83%
5 Year	17.85%	33.37%

Risk Management

Scheme Name	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth
Standard Deviation	16.79%	18.02%
Sharp	0.54%	1.19%
Beta	0.80%	0.89%
Alpha	-2.50%	8.50%

Fund Managers

Scheme Name	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth
Name	Arjun Khanna	Manish Gunwani
Total AUM	₹169639 Cr	₹8731 Cr
Funds Managed	24	4
	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth

Market Cap

Scheme Name	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth
Others	6.64	15.73
Large Cap	5.41	8.21
Small Cap	74.01	66.83
Mid Cap	13.94	9.24

Sector Allocation

Scheme Name	Kotak Small Cap Fund Regular Growth	Bandhan Small Cap Fund Regular Growth
Others	1.33	10.99
Consumer Cyclical	20.08	11.94
Industrials	26.47	11.71
Healthcare	23.68	11.5
Financial Services	9.15	21.46
Real Estate	4.25	8.43
Technology	1.7	5.28
Basic Materials	8.78	10.31
Consumer Defensive	2.47	4.49
Communication Services	2.09	2.62
Utilities	-	0.99
Energy	-	0.28

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