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) | ₹17903 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 | -3.27% | -4.14% |
6 Month | 16.86% | 15.05% |
1 Year | -7.7% | -10.88% |
3 Year | 15.71% | 24.03% |
5 Year | 26.51% | 33.99% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 3.76% | 3.03% |
1 Year | 2.69% | 2.57% |
3 Year | 15.35% | 18.38% |
5 Year | 18.29% | 24.58% |
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 | 16.55% | 18.497% |
Sharp | 0.72% | 0.792% |
Beta | 0.82% | 0.929% |
Alpha | -3.65% | 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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