- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹17508 Cr | ₹36294 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 | 3.3% | 4.44% |
| 6 Month | 18.73% | 28% |
| 1 Year | -7.81% | 0.8% |
| 3 Year | 16.08% | 23.32% |
| 5 Year | 26.36% | 29.77% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.93% | 7.65% |
| 1 Year | 6.55% | 18.5% |
| 3 Year | 14.93% | 19.59% |
| 5 Year | 17.4% | 22.66% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.31% | 15.84% |
| 3 Year | 15.43% | 19.76% |
| 5 Year | 17.63% | 17.3% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.59% | 15.29% |
| Sharp | 0.55% | 0.99% |
| Beta | 0.82% | 0.76% |
| Alpha | -3.69% | 3.13% |
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 | 3.38 | 10.9 |
| Large Cap | 4.92 | 3.66 |
| Small Cap | 76.29 | 77.14 |
| Mid Cap | 15.41 | 8.29 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 0.69 | 10.36 |
| Consumer Cyclical | 21.01 | 18.62 |
| Industrials | 27.22 | 22.28 |
| Healthcare | 24 | 12.52 |
| Financial Services | 5.46 | 10.72 |
| Real Estate | 3.95 | - |
| Technology | 1.53 | 13.47 |
| Basic Materials | 11.16 | 7.57 |
| Consumer Defensive | 2.94 | 2.29 |
| Communication Services | 2.04 | 1.87 |
| Utilities | - | 0.31 |
Top Comparisons
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.53%
HSBC Small Cap Fund Regular Growth
3Y Returns20.11%
ITI Value Fund Regular - Growth
3Y Returns18.45%
Nippon India Value Fund- Growth Plan
3Y Returns21.71%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.73%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns24.13%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.45%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.89%
