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Kotak vs HDFC Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund Regular Growth

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tortoise-icon HDFC 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 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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