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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) | ₹17423 Cr | ₹38020 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 | -3.53% | -3.63% |
| 6 Month | -5.7% | 0.03% |
| 1 Year | -12.35% | -3.89% |
| 3 Year | 14.18% | 19.47% |
| 5 Year | 20.6% | 24.93% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.97% | -2.75% |
| 1 Year | 0.19% | 9.22% |
| 3 Year | 8.65% | 13% |
| 5 Year | 12.55% | 17.94% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.76% | 14.77% |
| 3 Year | 15.69% | 20% |
| 5 Year | 17.87% | 17.7% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 15.43% |
| Sharp | 0.6% | 0.88% |
| Beta | 0.79% | 0.76% |
| Alpha | -2.23% | 2.62% |
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 | 6.94 | 11.69 |
| Large Cap | 5.1 | 5.67 |
| Small Cap | 74.08 | 73.73 |
| Mid Cap | 13.88 | 8.91 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.03 | 11.01 |
| Consumer Cyclical | 20.29 | 18.73 |
| Industrials | 25.22 | 20.79 |
| Healthcare | 23.84 | 11.87 |
| Financial Services | 9.76 | 12.58 |
| Real Estate | 4.19 | - |
| Technology | 1.77 | 12.89 |
| Basic Materials | 8.78 | 6.86 |
| Consumer Defensive | 3.11 | 3.66 |
| Communication Services | 2.02 | 1.63 |
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