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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) | ₹18031 Cr | ₹618 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| 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 | -3.76% | -5.68% |
| 6 Month | 9.07% | 2.85% |
| 1 Year | -4.71% | -8.42% |
| 3 Year | 16.24% | 17.23% |
| 5 Year | 28.45% | 28.09% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.62% | 3.97% |
| 1 Year | -3.76% | -7.65% |
| 3 Year | 13.01% | 14.02% |
| 5 Year | 16.97% | 18.92% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.31% | 12.25% |
| 3 Year | 15.43% | 23.93% |
| 5 Year | 17.63% | 21.05% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.55% | 18.55% |
| Sharp | 0.72% | 0.78% |
| Beta | 0.82% | 0.91% |
| Alpha | -3.65% | -2.82% |
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 | 4.53 | 8.77 |
| Large Cap | 4.51 | 3.82 |
| Small Cap | 75.45 | 77.84 |
| Mid Cap | 15.5 | 9.57 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.02 | 8.77 |
| Consumer Cyclical | 20.95 | 14.94 |
| Industrials | 26.82 | 31.47 |
| Healthcare | 22.81 | 4.1 |
| Financial Services | 5.45 | 6.74 |
| Real Estate | 4.19 | 0.07 |
| Technology | 1.55 | 6.07 |
| Basic Materials | 11.39 | 11.99 |
| Consumer Defensive | 2.84 | 7.79 |
| Communication Services | 1.99 | 1.54 |
| Utilities | - | 6.52 |
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