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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) | ₹17480 Cr | ₹36828 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 | 2.33% | 2.54% |
| 6 Month | 9.23% | 16.2% |
| 1 Year | -3.08% | 7.87% |
| 3 Year | 16.52% | 23.16% |
| 5 Year | 26.29% | 30.28% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.57% | 1.77% |
| 1 Year | 4.95% | 15.41% |
| 3 Year | 12.98% | 17.53% |
| 5 Year | 15.86% | 21.22% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.09% | 15.38% |
| 3 Year | 15.52% | 19.84% |
| 5 Year | 17.69% | 17.49% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.59% | 15.30% |
| Sharp | 0.55% | 0.98% |
| Beta | 0.82% | 0.77% |
| Alpha | -4.22% | 2.46% |
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 | 5.16 | 10.74 |
| Large Cap | 4.88 | 4.65 |
| Small Cap | 75.11 | 75.89 |
| Mid Cap | 14.85 | 8.72 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.46 | 10.19 |
| Consumer Cyclical | 19.55 | 19.02 |
| Industrials | 26.53 | 22.54 |
| Healthcare | 23.7 | 12.29 |
| Financial Services | 7.3 | 11.35 |
| Real Estate | 3.93 | - |
| Technology | 1.69 | 12.85 |
| Basic Materials | 10.27 | 7.07 |
| Consumer Defensive | 2.65 | 2.9 |
| Communication Services | 1.93 | 1.79 |
| Utilities | - | 0 |
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