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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) | ₹17258 Cr | ₹9225 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | -7.39% | -6.91% |
| 6 Month | -12.68% | -7.95% |
| 1 Year | -4.99% | 3.93% |
| 3 Year | 13.38% | 22.42% |
| 5 Year | 17.75% | 23.39% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.87% | -8.52% |
| 1 Year | -15.91% | -9% |
| 3 Year | 1.82% | 11.1% |
| 5 Year | 8.6% | 16.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.64% | 21.44% |
| 3 Year | 15.64% | 27.4% |
| 5 Year | 17.89% | 29.9% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13% | 14.52% |
| Sharp | 0.6% | 1.08% |
| Beta | 0.79% | 0.78% |
| Alpha | -2.44% | 5.22% |
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 | 8.43 | 20.47 |
| Large Cap | 5.3 | 12.97 |
| Small Cap | 73.06 | 53.79 |
| Mid Cap | 13.21 | 12.77 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.22 | 2.23 |
| Consumer Cyclical | 20.19 | 22.08 |
| Industrials | 23.63 | 16.89 |
| Healthcare | 23.42 | 17.66 |
| Financial Services | 10.72 | 25.75 |
| Real Estate | 4.08 | 6.79 |
| Technology | 1.74 | 3.93 |
| Basic Materials | 8.85 | 3.32 |
| Consumer Defensive | 3.09 | 1.01 |
| Communication Services | 2.05 | - |
| Energy | - | 0.33 |
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