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Kotak vs Invesco India Smallcap Fund compare
Kotak Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16450 Cr | ₹5905 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 24 Feb 2005 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 6.71% | 47% |
| Expense Ratio | 1.65 | 1.78 |
| Manager | Arjun Khanna | Aditya Khemani |
| ISIN Code | INF174K01211 | INF205K011T7 |
| 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 | Invesco India Smallcap 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 | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.59% | 3.48% |
| 6 Month | -5.74% | -1.67% |
| 1 Year | 3.59% | 12.28% |
| 3 Year | 17.9% | 27.22% |
| 5 Year | 35.57% | 35.53% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.81% | 4.67% |
| 1 Year | -6.45% | 3.07% |
| 3 Year | 15.66% | 25.6% |
| 5 Year | 20.22% | 26.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.09% | 26.35% |
| 3 Year | 15.43% | 28.04% |
| 5 Year | 17.38% | 28.21% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.741% | 16.892% |
| Sharp | 0.383% | 0.805% |
| Beta | 0.8% | 0.794% |
| Alpha | -3.619% | 3.629% |
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Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Aditya Khemani |
| Total AUM | ₹169639 Cr | ₹12070 Cr |
| Funds Managed | 24 | 3 |
| Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.06 | 8.08 |
| Large Cap | 3.87 | 2.77 |
| Small Cap | 73.8 | 65.82 |
| Mid Cap | 18.27 | 23.33 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.24 | 6.4 |
| Consumer Cyclical | 21.06 | 10.82 |
| Industrials | 31.48 | 23.62 |
| Healthcare | 17.37 | 17.7 |
| Real Estate | 4.45 | 1.99 |
| Financial Services | 3.58 | 20.58 |
| Basic Materials | 13.84 | 6.95 |
| Consumer Defensive | 2.57 | 2 |
| Communication Services | 2.12 | 1.11 |
| Technology | 0.29 | 8.84 |
| Energy | - | 0 |
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