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Kotak vs Edelweiss Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹18031 Cr | ₹4930 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.19% | -4.31% |
| 6 Month | 11.65% | 12.86% |
| 1 Year | -4.19% | 0.12% |
| 3 Year | 16.27% | 20.27% |
| 5 Year | 28.67% | 29.84% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.59% | 4.28% |
| 1 Year | -1.09% | 2.42% |
| 3 Year | 13.79% | 16.98% |
| 5 Year | 17.29% | 20.67% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.31% | 27.09% |
| 3 Year | 15.43% | 28.8% |
| 5 Year | 17.63% | 32.52% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.55% | 15.78% |
| Sharp | 0.72% | 0.95% |
| Beta | 0.82% | 0.80% |
| Alpha | -3.65% | -0.04% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.53 | 2.98 |
| Large Cap | 4.51 | - |
| Small Cap | 75.45 | 72.62 |
| Mid Cap | 15.5 | 24.4 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.02 | 2.87 |
| Consumer Cyclical | 20.95 | 19.88 |
| Industrials | 26.82 | 16.64 |
| Healthcare | 22.81 | 10.62 |
| Financial Services | 5.45 | 17.79 |
| Real Estate | 4.19 | 1.21 |
| Technology | 1.55 | 7.78 |
| Basic Materials | 11.39 | 16.47 |
| Consumer Defensive | 2.84 | 5.17 |
| Communication Services | 1.99 | - |
| Utilities | - | 0.89 |
| Energy | - | 0.68 |
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