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Kotak vs LIC MF Small Cap Fund Regular compare
Kotak Small Cap Fund Regular Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17423 Cr | ₹619 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 24 Feb 2005 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 6.71% | % |
| Expense Ratio | 1.65 | 2.42 |
| Manager | Arjun Khanna | Yogesh Patil |
| ISIN Code | INF174K01211 | INF397L01JW3 |
| 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 | LIC MF Small Cap 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.53% | -5.05% |
| 6 Month | -5.7% | -3.86% |
| 1 Year | -12.35% | -16.12% |
| 3 Year | 14.18% | 15.13% |
| 5 Year | 20.6% | 22.44% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.97% | -4.84% |
| 1 Year | 0.19% | -3.59% |
| 3 Year | 8.65% | 9.48% |
| 5 Year | 12.55% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.76% | 9.96% |
| 3 Year | 15.69% | 23.41% |
| 5 Year | 17.87% | 22.73% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13% | 18.47% |
| Sharp | 0.6% | 0.56% |
| Beta | 0.79% | 0.88% |
| Alpha | -2.23% | -2.38% |
Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Arjun Khanna | Yogesh Patil |
| Total AUM | ₹169639 Cr | ₹5898 Cr |
| Funds Managed | 24 | 7 |
| Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.94 | 6.13 |
| Large Cap | 5.1 | 4.76 |
| Small Cap | 74.08 | 83.09 |
| Mid Cap | 13.88 | 6.02 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 1.03 | 2.32 |
| Consumer Cyclical | 20.29 | 14.95 |
| Industrials | 25.22 | 31.13 |
| Healthcare | 23.84 | 7.67 |
| Financial Services | 9.76 | 7.47 |
| Real Estate | 4.19 | 0.53 |
| Technology | 1.77 | 6.47 |
| Basic Materials | 8.78 | 14.5 |
| Consumer Defensive | 3.11 | 8.52 |
| Communication Services | 2.02 | 1.06 |
| Utilities | - | 5.39 |
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