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Kotak vs Sundaram Small Cap Fund Regular Plan compare
Kotak Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17480 Cr | ₹3341 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 24 Feb 2005 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 6.71% | 22% |
| Expense Ratio | 1.65 | 1.97 |
| Manager | Arjun Khanna | Rohit Seksaria |
| ISIN Code | INF174K01211 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.19% | 3.29% |
| 6 Month | 10.13% | 14.92% |
| 1 Year | -5.69% | 1.62% |
| 3 Year | 16.5% | 20.75% |
| 5 Year | 26.34% | 27.58% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.57% | 0.96% |
| 1 Year | 2.23% | 11.29% |
| 3 Year | 11.17% | 15.17% |
| 5 Year | 14.59% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.09% | 14.64% |
| 3 Year | 15.52% | 18.25% |
| 5 Year | 17.69% | 15.68% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.58% | 15.71% |
| Sharp | 0.62% | 0.87% |
| Beta | 0.80% | 0.77% |
| Alpha | -2.99% | 0.87% |
Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Seksaria |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 15 |
| Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.16 | 8.28 |
| Large Cap | 4.88 | 5.92 |
| Small Cap | 75.11 | 84.1 |
| Mid Cap | 14.85 | 1.7 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.46 | 6.01 |
| Consumer Cyclical | 19.55 | 21.13 |
| Industrials | 26.53 | 18.55 |
| Healthcare | 23.7 | 12.08 |
| Financial Services | 7.3 | 18.08 |
| Real Estate | 3.93 | 2.41 |
| Technology | 1.69 | 4.45 |
| Basic Materials | 10.27 | 7.98 |
| Consumer Defensive | 2.65 | 2.7 |
| Communication Services | 1.93 | 5.47 |
| Utilities | - | 1.14 |
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