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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) | ₹18024 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 | -0.98% | 1.37% |
| 6 Month | 2.19% | 4.92% |
| 1 Year | -3.65% | 0.67% |
| 3 Year | 16.24% | 23.93% |
| 5 Year | 24.02% | 32.74% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.38% | 1.46% |
| 1 Year | 3.1% | 11.61% |
| 3 Year | 11.02% | 15.63% |
| 5 Year | 14.26% | 21.38% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.97% | 9.83% |
| 3 Year | 15.71% | 10.54% |
| 5 Year | 17.83% | 10.63% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.58% | 18.497% |
| Sharp | 0.62% | 0.792% |
| Beta | 0.80% | 0.929% |
| Alpha | -2.99% | 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 | 6.64 | 17.59 |
| Large Cap | 5.41 | 20.16 |
| Small Cap | 74.01 | 61.77 |
| Mid Cap | 13.94 | 0.48 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.33 | 10.33 |
| Consumer Cyclical | 20.08 | 12.17 |
| Industrials | 26.47 | 6.83 |
| Healthcare | 23.68 | 13.88 |
| Financial Services | 9.15 | 17.45 |
| Real Estate | 4.25 | 2.48 |
| Technology | 1.7 | 2.42 |
| Basic Materials | 8.78 | 7.7 |
| Consumer Defensive | 2.47 | 4.24 |
| Communication Services | 2.09 | 2.86 |
| Energy | - | 16.52 |
| Utilities | - | 3.13 |
Top Comparisons
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