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Kotak vs Quant Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17423 Cr | ₹25183 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 24 Feb 2005 | 30 Oct 1996 |
| 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 | 1.6 |
| Manager | Arjun Khanna | Sanjeev Sharma |
| ISIN Code | INF174K01211 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.53% | -4.76% |
| 6 Month | -5.7% | -1.35% |
| 1 Year | -12.35% | -6.59% |
| 3 Year | 14.18% | 19.33% |
| 5 Year | 20.6% | 29.1% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.97% | -1.76% |
| 1 Year | 0.19% | 6.18% |
| 3 Year | 8.65% | 12.56% |
| 5 Year | 12.55% | 19.12% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.76% | 9.79% |
| 3 Year | 15.69% | 10.56% |
| 5 Year | 17.87% | 10.66% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 18.497% |
| Sharp | 0.6% | 0.792% |
| Beta | 0.79% | 0.929% |
| Alpha | -2.23% | 1.342% |
Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Arjun Khanna | Sanjeev Sharma |
| Total AUM | ₹169639 Cr | ₹39731 Cr |
| Funds Managed | 24 | 22 |
| Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.94 | 16.88 |
| Large Cap | 5.1 | 20.74 |
| Small Cap | 74.08 | 61.43 |
| Mid Cap | 13.88 | 0.95 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.03 | 7.68 |
| Consumer Cyclical | 20.29 | 12.63 |
| Industrials | 25.22 | 6.74 |
| Healthcare | 23.84 | 13.85 |
| Financial Services | 9.76 | 19.33 |
| Real Estate | 4.19 | 2.48 |
| Technology | 1.77 | 2.78 |
| Basic Materials | 8.78 | 7.4 |
| Consumer Defensive | 3.11 | 4.08 |
| Communication Services | 2.02 | 3.03 |
| Energy | - | 17.04 |
| Utilities | - | 2.95 |
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