Kotak vs Canara Robeco Small Cap Fund compare

Kotak vs Canara Robeco Small Cap Fund compare

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Kotak Small Cap Fund Regular Growth

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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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	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹18024 Cr	₹13285 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	24 Feb 2005	15 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	6.71%	3%
Expense Ratio	1.65	1.7
Manager	Arjun Khanna	Shridatta Bhandwaldar
ISIN Code	INF174K01211	INF760K01JF9
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	Canara Robeco 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	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month	-3.68%	-2.54%
6 Month	-5.89%	-3.8%
1 Year	-12.67%	-9.9%
3 Year	14.27%	14.48%
5 Year	21.09%	23.7%

SIP Return Analysis

Scheme Name	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month	-4.15%	-1.62%
1 Year	-1.33%	5.31%
3 Year	8.42%	10.42%
5 Year	12.51%	14.98%

Rolling Lumpsum Returns

Scheme Name	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year	15.92%	23.8%
3 Year	15.72%	30.4%
5 Year	17.85%	31.59%

Risk Management

Scheme Name	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	13%	15.59%
Sharp	0.6%	0.57%
Beta	0.79%	0.77%
Alpha	-2.23%	-2.16%

Fund Managers

Scheme Name	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name	Arjun Khanna	Shridatta Bhandwaldar
Total AUM	₹169639 Cr	₹69491 Cr
Funds Managed	24	12
	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	6.64	6.04
Large Cap	5.41	6.65
Small Cap	74.01	72.15
Mid Cap	13.94	15.15

Sector Allocation

Scheme Name	Kotak Small Cap Fund Regular Growth	Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Others	1.33	3.03
Consumer Cyclical	20.08	15.49
Industrials	26.47	21.89
Healthcare	23.68	12.02
Financial Services	9.15	24.54
Real Estate	4.25	3.67
Technology	1.7	3.38
Basic Materials	8.78	7.67
Consumer Defensive	2.47	5.2
Communication Services	2.09	1.28
Utilities	-	1.82

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