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Kotak vs LIC MF Small Cap Fund Regular compare

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tortoise-icon Kotak Small Cap Fund Regular Growth

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tortoise-icon LIC MF Small Cap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹17903 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 -3.27% -4.34%
6 Month 16.86% 15.15%
1 Year -7.7% -11.07%
3 Year 15.71% 16.78%
5 Year 26.51% 26.4%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund Regular Growth LIC MF Small Cap Fund Regular - Growth
6 Month 3.76% 1.62%
1 Year 2.69% -3.87%
3 Year 15.35% 15.69%
5 Year 18.29% 20.02%

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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