Kotak vs Tata Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Fund | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17329 Cr | ₹10529 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Feb 2005 | 12 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 6.71% | 4.59% |
Expense Ratio | 1.65 | 1.7 |
Manager | Arjun Khanna | Chandraprakash Padiyar |
ISIN Code | INF174K01211 | INF277K015O2 |
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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Month | 2.81% | 3.97% |
6 Month | -4.06% | -3.74% |
1 Year | -1.15% | 1.89% |
3 Year | 21.78% | 27.52% |
5 Year | 32.56% | 33.68% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 11.88% | 12.03% |
1 Year | 7.43% | 8.07% |
3 Year | 18.19% | 21% |
5 Year | 20.66% | 24.68% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.59% | 26.47% |
3 Year | 15.26% | 29.12% |
5 Year | 17.52% | 29.64% |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.11% | 16.37% |
Sharp | 0.72% | 1.05% |
Beta | 0.82% | 0.76% |
Alpha | -3.53% | 2.45% |
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Fund Managers
Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
Name | Arjun Khanna | Chandraprakash Padiyar |
Total AUM | ₹169639 Cr | ₹15627 Cr |
Funds Managed | 24 | 3 |
Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 6.53 | 10.04 |
Large Cap | 3.91 | - |
Small Cap | 73.42 | 82.33 |
Mid Cap | 16.15 | 7.63 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 5.38 | 9.96 |
Consumer Cyclical | 19.01 | 16.26 |
Industrials | 28.95 | 24.46 |
Healthcare | 20.62 | 9.5 |
Real Estate | 4.18 | 3.44 |
Financial Services | 3.98 | 8.31 |
Technology | 1.43 | 4.34 |
Basic Materials | 11.37 | 19.19 |
Consumer Defensive | 2.85 | 3.58 |
Communication Services | 2.23 | - |
Utilities | - | 0.96 |
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