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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) | ₹17508 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 | 2.42% | 3.1% |
| 6 Month | 18.13% | 16.65% |
| 1 Year | -8.08% | -9.31% |
| 3 Year | 15.12% | 22.72% |
| 5 Year | 26.28% | 33.99% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.93% | 2.89% |
| 1 Year | 6.55% | 5.97% |
| 3 Year | 14.93% | 17.33% |
| 5 Year | 17.4% | 23.26% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.31% | 10.28% |
| 3 Year | 15.43% | 10.43% |
| 5 Year | 17.63% | 10.27% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.59% | 18.497% |
| Sharp | 0.55% | 0.792% |
| Beta | 0.82% | 0.929% |
| Alpha | -3.69% | 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 | 4.53 | 8.54 |
| Large Cap | 4.51 | 22.76 |
| Small Cap | 75.45 | 67.91 |
| Mid Cap | 15.5 | 0.8 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.02 | 3.95 |
| Consumer Cyclical | 20.95 | 13.37 |
| Industrials | 26.82 | 6.88 |
| Healthcare | 22.81 | 14.44 |
| Financial Services | 5.45 | 19.4 |
| Real Estate | 4.19 | 2.92 |
| Technology | 1.55 | 2.66 |
| Basic Materials | 11.39 | 9.18 |
| Consumer Defensive | 2.84 | 4.9 |
| Communication Services | 1.99 | 3.05 |
| Energy | - | 16.22 |
| Utilities | - | 3.05 |
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