Kotak vs Edelweiss Small Cap Fund compare

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Kotak Small Cap Fund Regular Growth

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Edelweiss Small Cap Fund - Regular Plan - 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	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹18024 Cr	₹5297 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	24 Feb 2005	07 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%	18%
Expense Ratio	1.65	1.84
Manager	Arjun Khanna	Trideep Bhattacharya
ISIN Code	INF174K01211	INF754K01JJ4
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	Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-4.82%	-2.89%
6 Month	-4.58%	0.22%
1 Year	-11.41%	-6.05%
3 Year	14.23%	18.24%
5 Year	21.22%	24.74%

Scheme Name	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-4.15%	-1.32%
1 Year	-1.33%	6.57%
3 Year	8.42%	13.23%
5 Year	12.51%	17.15%

Scheme Name	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	15.92%	24.81%
3 Year	15.72%	27.98%
5 Year	17.85%	31.2%

Scheme Name	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	13%	15.89%
Sharp	0.6%	0.84%
Beta	0.79%	0.79%
Alpha	-2.23%	0.18%

Scheme Name	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Arjun Khanna	Trideep Bhattacharya
Total AUM	₹169639 Cr	₹0 Cr
Funds Managed	24	9
	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth

Scheme Name	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	1.32	2.2
Mid Cap	14.74	23.44
Small Cap	77.29	74.36
Large Cap	6.65	-

Scheme Name	Kotak Small Cap Fund Regular Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	1.32	1.8
Retailing	8.63	-
Transport Services	2.77	-
Pharmaceuticals & Biotechnology	7.54	-
Banks	3.05	-
Realty	4.25	-
Healthcare Services	12.9	-
IT - Software	0.53	-
Industrial Products	6.72	-
Chemicals & Petrochemicals	1.87	-
Consumer Durables	12.1	-
IT - Services	3.26	-
Agricultural Food & other Products	1.11	-
Finance	4.62	-
Capital Markets	1.31	-
Entertainment	0.65	-
Electrical Equipment	1.62	-
Construction	6.04	-
Agricultural, Commercial & Construction Vehicles	3.28	-
Textiles & Apparels	2.27	-
Auto Components	6.35	-
Telecom - Services	1.45	-
Fertilizers & Agrochemicals	1.02	-
Insurance	1.93	-
Cement & Cement Products	1.08	-
Leisure Services	1.15	-
Commercial Services & Supplies	1.18	-
Utilities	-	0.97
Consumer Defensive	-	5.66
Consumer Cyclical	-	18.62
Technology	-	7.78
Healthcare	-	11.44
Financial Services	-	21.14
Basic Materials	-	15.07
Energy	-	0.73
Industrials	-	15.38
Real Estate	-	1.43