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Kotak vs HDFC Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
HDFC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16450 Cr | ₹31230 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 24 Feb 2005 | 03 Apr 2008 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 6.71% | 10.02% |
| Expense Ratio | 1.65 | 1.57 |
| Manager | Arjun Khanna | Dhruv Muchhal |
| ISIN Code | INF174K01211 | INF179KA1RZ8 |
| 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 | HDFC 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 Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 7.2% | 9.73% |
| 6 Month | -7.44% | -3.46% |
| 1 Year | 6.03% | 6.37% |
| 3 Year | 18.17% | 26.05% |
| 5 Year | 34.71% | 36.07% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.28% | -4.53% |
| 1 Year | -19.03% | -16.14% |
| 3 Year | 10.99% | 13.25% |
| 5 Year | 17.72% | 20.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.09% | 17.52% |
| 3 Year | 15.43% | 19.66% |
| 5 Year | 17.38% | 16.96% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.741% | 16.223% |
| Sharp | 0.383% | 0.719% |
| Beta | 0.8% | 0.784% |
| Alpha | -3.619% | 1.828% |
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Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Arjun Khanna | Dhruv Muchhal |
| Total AUM | ₹169639 Cr | ₹520687 Cr |
| Funds Managed | 24 | 40 |
| Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.06 | 6.66 |
| Large Cap | 3.87 | 3.87 |
| Small Cap | 73.8 | 80.87 |
| Mid Cap | 18.27 | 8.61 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.24 | 6.66 |
| Consumer Cyclical | 21.06 | 18.74 |
| Industrials | 31.48 | 23.81 |
| Healthcare | 17.37 | 12.18 |
| Real Estate | 4.45 | - |
| Financial Services | 3.58 | 12.19 |
| Basic Materials | 13.84 | 6.7 |
| Consumer Defensive | 2.57 | 2.16 |
| Communication Services | 2.12 | 2.25 |
| Technology | 0.29 | 14.88 |
| Utilities | - | 0.43 |
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