- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.27% | 1.35% |
| 6 Month | -13.51% | -10.48% |
| 1 Year | 1.74% | -2.4% |
| 3 Year | 13.11% | 19.3% |
| 5 Year | 32.13% | 33.59% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.55% | -2.12% |
| 1 Year | -14.94% | -10.97% |
| 3 Year | 13.23% | 16.34% |
| 5 Year | 19.49% | 22.69% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.05%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.54%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns17.19%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.43%
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns11.74%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns14.37%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns9.31%
