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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) | ₹17508 Cr | ₹7718 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 | 2.42% | 1.71% |
| 6 Month | 18.13% | 23.52% |
| 1 Year | -8.08% | -1.52% |
| 3 Year | 15.12% | 24.21% |
| 5 Year | 26.28% | 28.93% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.93% | 4.39% |
| 1 Year | 6.55% | 12.34% |
| 3 Year | 14.93% | 23.58% |
| 5 Year | 17.4% | 24.22% |
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 | 16.59% | 16.15% |
| Sharp | 0.55% | 1.02% |
| Beta | 0.82% | 0.78% |
| Alpha | -3.69% | 4.19% |
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 | 4.53 | 8.64 |
| Large Cap | 4.51 | 7.78 |
| Small Cap | 75.45 | 67.29 |
| Mid Cap | 15.5 | 16.29 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.02 | 2.45 |
| Consumer Cyclical | 20.95 | 14.83 |
| Industrials | 26.82 | 17.65 |
| Healthcare | 22.81 | 21.23 |
| Financial Services | 5.45 | 26.86 |
| Real Estate | 4.19 | 2.67 |
| Technology | 1.55 | 5.24 |
| Basic Materials | 11.39 | 7.46 |
| Consumer Defensive | 2.84 | 1.61 |
| Communication Services | 1.99 | 0 |
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