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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) | ₹17903 Cr | ₹36353 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 | -2.59% | -0.81% |
| 6 Month | 13.91% | 18.43% |
| 1 Year | -4.17% | 2.34% |
| 3 Year | 16.79% | 24.57% |
| 5 Year | 28.33% | 30.61% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.59% | 7.54% |
| 1 Year | -1.09% | 9.68% |
| 3 Year | 13.79% | 18.16% |
| 5 Year | 17.29% | 22.21% |
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 | 16.55% | 15.41% |
| Sharp | 0.72% | 1.16% |
| Beta | 0.82% | 0.78% |
| Alpha | -3.65% | 3.15% |
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 | 4.53 | 9.49 |
| Large Cap | 4.51 | 3.74 |
| Small Cap | 75.45 | 78.55 |
| Mid Cap | 15.5 | 8.23 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.02 | 8.93 |
| Consumer Cyclical | 20.95 | 18.21 |
| Industrials | 26.82 | 23.59 |
| Healthcare | 22.81 | 12.61 |
| Financial Services | 5.45 | 11.31 |
| Real Estate | 4.19 | - |
| Technology | 1.55 | 13.07 |
| Basic Materials | 11.39 | 7.92 |
| Consumer Defensive | 2.84 | 2.24 |
| Communication Services | 1.99 | 1.75 |
| Utilities | - | 0.36 |
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