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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) | ₹17508 Cr | ₹3282 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 | 3.3% | 5.26% |
| 6 Month | 18.73% | 24.99% |
| 1 Year | -7.81% | -2.49% |
| 3 Year | 16.08% | 20.44% |
| 5 Year | 26.36% | 26.98% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.93% | 5.06% |
| 1 Year | 6.55% | 13.21% |
| 3 Year | 14.93% | 18.18% |
| 5 Year | 17.4% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.31% | 15.05% |
| 3 Year | 15.43% | 18.08% |
| 5 Year | 17.63% | 15.62% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.59% | 14.09% |
| Sharp | 0.55% | 0.84% |
| Beta | 0.82% | 0.77% |
| Alpha | -3.69% | 0.54% |
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 | 3.38 | 7.49 |
| Large Cap | 4.92 | 5.63 |
| Small Cap | 76.29 | 85.9 |
| Mid Cap | 15.41 | 0.99 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.69 | 5.27 |
| Consumer Cyclical | 21.01 | 21.48 |
| Industrials | 27.22 | 19.02 |
| Healthcare | 24 | 12.28 |
| Financial Services | 5.46 | 17.74 |
| Real Estate | 3.95 | 2.41 |
| Technology | 1.53 | 4.17 |
| Basic Materials | 11.16 | 8.03 |
| Consumer Defensive | 2.94 | 3.12 |
| Communication Services | 2.04 | 5.4 |
| Utilities | - | 1.09 |
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