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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) | ₹17508 Cr | ₹604 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 | 3.3% | 7.92% |
| 6 Month | 18.73% | 19.59% |
| 1 Year | -7.81% | -7.54% |
| 3 Year | 16.08% | 17.97% |
| 5 Year | 26.36% | 27.44% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.93% | 5.1% |
| 1 Year | 6.55% | 5.49% |
| 3 Year | 14.93% | 17.19% |
| 5 Year | 17.4% | 20.19% |
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 | 16.59% | 18.31% |
| Sharp | 0.55% | 0.56% |
| Beta | 0.82% | 0.90% |
| Alpha | -3.69% | -3.83% |
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 | 3.38 | 8.75 |
| Large Cap | 4.92 | 4.69 |
| Small Cap | 76.29 | 77.08 |
| Mid Cap | 15.41 | 9.48 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 0.69 | 7.72 |
| Consumer Cyclical | 21.01 | 12.58 |
| Industrials | 27.22 | 32.4 |
| Healthcare | 24 | 5.53 |
| Financial Services | 5.46 | 6.62 |
| Real Estate | 3.95 | 0 |
| Technology | 1.53 | 6.3 |
| Basic Materials | 11.16 | 13.71 |
| Consumer Defensive | 2.94 | 7.42 |
| Communication Services | 2.04 | 1.75 |
| Utilities | - | 5.99 |
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