Kotak vs Sundaram Small Cap Fund Regular Plan compare

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Kotak Small Cap Fund Regular Growth

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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)	₹16450 Cr	₹3168 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

Scheme Name	Kotak Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	7.07%	5.71%
6 Month	-7.33%	-4.01%
1 Year	0.87%	5.11%
3 Year	21.15%	26.08%
5 Year	33.59%	32.91%

Scheme Name	Kotak Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	9.89%	11.98%
1 Year	2.92%	9.91%
3 Year	17.57%	20.72%
5 Year	20.69%	22.78%

Scheme Name	Kotak Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	16.59%	15.61%
3 Year	15.26%	17.89%
5 Year	17.52%	15.53%

Scheme Name	Kotak Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	16.741%	14.09%
Sharp	0.383%	1.03%
Beta	0.8%	0.77%
Alpha	-3.619%	1.81%

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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

Scheme Name	Kotak Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	4.06	10.65
Large Cap	3.87	5.65
Small Cap	73.8	82.41
Mid Cap	18.27	2.01

Scheme Name	Kotak Small Cap Fund Regular Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	3.24	10.65
Consumer Cyclical	21.06	-
Industrials	31.48	-
Healthcare	17.37	-
Real Estate	4.45	-
Financial Services	3.58	-
Basic Materials	13.84	-
Consumer Defensive	2.57	-
Communication Services	2.12	-
Technology	0.29	-
Capital Markets	-	3.35
Auto Components	-	5.62
IT - Services	-	4.99
Industrial Manufacturing	-	1.22
Construction	-	2.37
Retailing	-	1.89
Banks	-	8.86
Chemicals & Petrochemicals	-	2.14
Consumer Durables	-	7.16
IT - Software	-	2.42
Pharmaceuticals & Biotechnology	-	5.38
Agricultural Food & other Products	-	2.13
Industrial Products	-	8.09
Fertilizers & Agrochemicals	-	2.12
Finance	-	6.48
Automobiles	-	0.58
Healthcare Services	-	4.5
Entertainment	-	0.95
Gas	-	1.31
Leisure Services	-	3.32
Cement & Cement Products	-	1.62
Other Consumer Services	-	0.97
Electrical Equipment	-	1.55
Insurance	-	0.83
Personal Products	-	1.26
Other Utilities	-	1.45
Realty	-	3.26
Transport Infrastructure	-	1.55
Aerospace & Defense	-	1.86
Textiles & Apparels	-	0.84