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) | ₹16450 Cr | ₹491 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 | 0.27% | -0.2% |
6 Month | -13.51% | -14.62% |
1 Year | 1.74% | 1.69% |
3 Year | 13.11% | 16.37% |
5 Year | 32.13% | 30.83% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
6 Month | -3.55% | -5.62% |
1 Year | -14.94% | -17.03% |
3 Year | 13.23% | 15.98% |
5 Year | 19.49% | 21.82% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Year | 17.09% | 14.61% |
3 Year | 15.43% | 24.75% |
5 Year | 17.38% | 19.19% |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | 16.741% | 16.47% |
Sharp | 0.383% | 0.817% |
Beta | 0.8% | 0.823% |
Alpha | -3.619% | 1.666% |
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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 | 4.06 | 5.06 |
Large Cap | 3.87 | 2.81 |
Small Cap | 73.8 | 81.56 |
Mid Cap | 18.27 | 10.58 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 3.24 | 5.06 |
Consumer Cyclical | 21.06 | 16.45 |
Industrials | 31.48 | 32.99 |
Healthcare | 17.37 | 4.12 |
Real Estate | 4.45 | 0.83 |
Financial Services | 3.58 | 6.05 |
Basic Materials | 13.84 | 13.18 |
Consumer Defensive | 2.57 | 7.73 |
Communication Services | 2.12 | 2.92 |
Technology | 0.29 | 2.63 |
Utilities | - | 8.02 |
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