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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) | ₹17480 Cr | ₹632 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 | 2.19% | 0.62% |
| 6 Month | 10.13% | 10.87% |
| 1 Year | -5.69% | -6.81% |
| 3 Year | 16.5% | 17.83% |
| 5 Year | 26.34% | 27.77% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.57% | 1.35% |
| 1 Year | 2.23% | 5.23% |
| 3 Year | 11.17% | 14.14% |
| 5 Year | 14.59% | 17.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.09% | 11.6% |
| 3 Year | 15.52% | 23.69% |
| 5 Year | 17.69% | 21.7% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.58% | 18.26% |
| Sharp | 0.62% | 0.64% |
| Beta | 0.80% | 0.88% |
| Alpha | -2.99% | -2.83% |
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 | 5.16 | 4.07 |
| Large Cap | 4.88 | 5.33 |
| Small Cap | 75.11 | 82.8 |
| Mid Cap | 14.85 | 7.81 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.46 | 2.9 |
| Consumer Cyclical | 19.55 | 15.48 |
| Industrials | 26.53 | 31.79 |
| Healthcare | 23.7 | 6.91 |
| Financial Services | 7.3 | 6.66 |
| Real Estate | 3.93 | - |
| Technology | 1.69 | 7.3 |
| Basic Materials | 10.27 | 15.65 |
| Consumer Defensive | 2.65 | 6.4 |
| Communication Services | 1.93 | 0.72 |
| Utilities | - | 6.18 |
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