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Kotak vs Tata Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund Regular Growth

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tortoise-icon Tata Small Cap Fund Regular 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 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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