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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 | Average |
| Asset Size (Cr) | ₹18024 Cr | ₹11792 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 | -4.61% | -7.01% |
| 6 Month | -6.26% | -9.58% |
| 1 Year | -13.27% | -17.3% |
| 3 Year | 13.82% | 13.81% |
| 5 Year | 20.92% | 23.38% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.15% | -7.96% |
| 1 Year | -1.33% | -8.9% |
| 3 Year | 8.42% | 7% |
| 5 Year | 12.51% | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.92% | 21.92% |
| 3 Year | 15.72% | 28.24% |
| 5 Year | 17.85% | 29.97% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 16.32% |
| Sharp | 0.6% | 0.59% |
| Beta | 0.79% | 0.77% |
| Alpha | -2.23% | -1.52% |
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 | 6.64 | 18.19 |
| Large Cap | 5.41 | - |
| Small Cap | 74.01 | 74.45 |
| Mid Cap | 13.94 | 7.36 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.33 | 12.98 |
| Consumer Cyclical | 20.08 | 17.84 |
| Industrials | 26.47 | 25.91 |
| Healthcare | 23.68 | 5.46 |
| Financial Services | 9.15 | 5.66 |
| Real Estate | 4.25 | 4.44 |
| Technology | 1.7 | 6.66 |
| Basic Materials | 8.78 | 18.09 |
| Consumer Defensive | 2.47 | 1.77 |
| Communication Services | 2.09 | - |
| Utilities | - | 1.2 |
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