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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 | -4.82% | -3.01% |
| 6 Month | -4.58% | -0.08% |
| 1 Year | -11.41% | -7.89% |
| 3 Year | 14.23% | 20.33% |
| 5 Year | 21.22% | 30.01% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.15% | -1.31% |
| 1 Year | -1.33% | 5.35% |
| 3 Year | 8.42% | 12.4% |
| 5 Year | 12.51% | 19.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.92% | 9.81% |
| 3 Year | 15.72% | 10.55% |
| 5 Year | 17.85% | 10.65% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.79% | 18.497% |
| Sharp | 0.54% | 0.792% |
| Beta | 0.80% | 0.929% |
| Alpha | -2.50% | 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 | 1.32 | 17.59 |
| Mid Cap | 14.74 | 0.48 |
| Small Cap | 77.29 | 61.77 |
| Large Cap | 6.65 | 20.16 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.32 | 10.33 |
| Retailing | 8.63 | - |
| Transport Services | 2.77 | - |
| Pharmaceuticals & Biotechnology | 7.54 | - |
| Banks | 3.05 | - |
| Realty | 4.25 | - |
| Healthcare Services | 12.9 | - |
| IT - Software | 0.53 | - |
| Industrial Products | 6.72 | - |
| Chemicals & Petrochemicals | 1.87 | - |
| Consumer Durables | 12.1 | - |
| IT - Services | 3.26 | - |
| Agricultural Food & other Products | 1.11 | - |
| Finance | 4.62 | - |
| Capital Markets | 1.31 | - |
| Entertainment | 0.65 | - |
| Electrical Equipment | 1.62 | - |
| Construction | 6.04 | - |
| Agricultural, Commercial & Construction Vehicles | 3.28 | - |
| Textiles & Apparels | 2.27 | - |
| Auto Components | 6.35 | - |
| Telecom - Services | 1.45 | - |
| Fertilizers & Agrochemicals | 1.02 | - |
| Insurance | 1.93 | - |
| Cement & Cement Products | 1.08 | - |
| Leisure Services | 1.15 | - |
| Commercial Services & Supplies | 1.18 | - |
| Energy | - | 16.52 |
| Consumer Defensive | - | 4.24 |
| Healthcare | - | 13.88 |
| Basic Materials | - | 7.7 |
| Consumer Cyclical | - | 12.17 |
| Financial Services | - | 17.45 |
| Real Estate | - | 2.48 |
| Industrials | - | 6.83 |
| Technology | - | 2.42 |
| Communication Services | - | 2.86 |
| Utilities | - | 3.13 |
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