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Kotak vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon Kotak Small Cap Fund Regular Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ELSS ELSS
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 -0.97% 1.31%
1 Year 3.65% 12.12%
3 Year 11.73% 15.54%
5 Year 14.84% 18.2%

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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