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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) | ₹17423 Cr | ₹8999 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 | -2.9% | -1.6% |
| 6 Month | -4.3% | 0.87% |
| 1 Year | -11.58% | -4.94% |
| 3 Year | 14.54% | 23.53% |
| 5 Year | 21.28% | 26.83% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.97% | -0.98% |
| 1 Year | 0.19% | 11% |
| 3 Year | 8.65% | 18.89% |
| 5 Year | 12.55% | 20.91% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.92% | 22.02% |
| 3 Year | 15.72% | 27.52% |
| 5 Year | 17.85% | 30.16% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.79% | 16.30% |
| Sharp | 0.54% | 1.05% |
| Beta | 0.80% | 0.78% |
| Alpha | -2.50% | 5.67% |
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 | 6.64 | 15.17 |
| Large Cap | 5.41 | 9.96 |
| Small Cap | 74.01 | 61.39 |
| Mid Cap | 13.94 | 13.49 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.33 | 2.64 |
| Consumer Cyclical | 20.08 | 18.6 |
| Industrials | 26.47 | 16.3 |
| Healthcare | 23.68 | 17.83 |
| Financial Services | 9.15 | 27.01 |
| Real Estate | 4.25 | 7.82 |
| Technology | 1.7 | 4.29 |
| Basic Materials | 8.78 | 3.88 |
| Consumer Defensive | 2.47 | 1.24 |
| Communication Services | 2.09 | - |
| Energy | - | 0.38 |
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