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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) | ₹18031 Cr | ₹7425 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 | -2.56% | -3.73% |
| 6 Month | 3.25% | 5.63% |
| 1 Year | -6.06% | 3.29% |
| 3 Year | 17.26% | 25.91% |
| 5 Year | 30.66% | 32.12% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.21% | 11.21% |
| 1 Year | 6.19% | 14.52% |
| 3 Year | 17.34% | 26.8% |
| 5 Year | 19.78% | 26.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.31% | 24.48% |
| 3 Year | 15.43% | 27.92% |
| 5 Year | 17.63% | 30.15% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.80% | 16.34% |
| Sharp | 0.88% | 1.40% |
| Beta | 0.82% | 0.79% |
| Alpha | -3.91% | 4.97% |
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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 | 4.94 | 8.83 |
| Large Cap | 4.74 | 8.68 |
| Small Cap | 74.76 | 62.33 |
| Mid Cap | 15.56 | 20.16 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.75 | 2.63 |
| Consumer Cyclical | 20.02 | 13.81 |
| Industrials | 27.9 | 19.14 |
| Healthcare | 20.23 | 19.36 |
| Financial Services | 4.76 | 29.16 |
| Real Estate | 4.37 | 2.5 |
| Technology | 1.66 | 4.27 |
| Basic Materials | 12.38 | 6.34 |
| Consumer Defensive | 2.87 | 1.49 |
| Communication Services | 2.05 | 1.31 |
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