- 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 ICICI Prudential Smallcap Fund compare
ICICI Prudential Smallcap Fund - Growth
Kotak Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7871 Cr | ₹16450 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Oct 2007 | 24 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 22% | 6.71% |
| Expense Ratio | 1.81 | 1.65 |
| Manager | Sharmila D'mello | Arjun Khanna |
| ISIN Code | INF109K01BI0 | INF174K01211 |
| Exits Load | ICICI Prudential Smallcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak 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 | ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.52% | 7.07% |
| 6 Month | -3.57% | -7.33% |
| 1 Year | 0.13% | 0.87% |
| 3 Year | 21.97% | 21.15% |
| 5 Year | 33.84% | 33.59% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 10.38% | 9.89% |
| 1 Year | 6.27% | 2.92% |
| 3 Year | 17.22% | 17.57% |
| 5 Year | 21.58% | 20.69% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 13.72% | 16.59% |
| 3 Year | 15.84% | 15.26% |
| 5 Year | 15.81% | 17.52% |
Risk Management
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.276% | 16.741% |
| Sharp | 0.586% | 0.383% |
| Beta | 0.719% | 0.8% |
| Alpha | -0.048% | -3.619% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Arjun Khanna |
| Total AUM | ₹354743 Cr | ₹169639 Cr |
| Funds Managed | 35 | 24 |
| ICICI Prudential Smallcap Fund - Growth | Kotak Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Others | 13.3 | 4.06 |
| Mid Cap | 5.11 | 18.27 |
| Small Cap | 69.8 | 73.8 |
| Large Cap | 11.78 | 3.87 |
Sector Allocation
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Kotak Small Cap Fund Regular Growth |
|---|---|---|
| Others | 13.3 | 3.24 |
| Basic Materials | 25.75 | 13.84 |
| Communication Services | 2.19 | 2.12 |
| Consumer Defensive | 2.87 | 2.57 |
| Industrials | 20.88 | 31.48 |
| Financial Services | 4.97 | 3.58 |
| Consumer Cyclical | 13.66 | 21.06 |
| Technology | 1.56 | 0.29 |
| Healthcare | 8.16 | 17.37 |
| Energy | 1.05 | - |
| Utilities | 3.7 | - |
| Real Estate | 1.9 | 4.45 |
Top Comparisons
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns26.61%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns18.5%
Kotak Money Market Fund - (Growth)
3Y Returns7.4%
Kotak Money Market Fund - (Growth)
3Y Returns7.4%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.49%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.49%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.96%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.87%
