Kotak vs Tata Small Cap Fund compare

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Kotak Small Cap Fund Regular Growth

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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)	₹16450 Cr	₹8883 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

Scheme Name	Kotak Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
1 Month	0.27%	-0.9%
6 Month	-13.51%	-15.83%
1 Year	1.74%	0.72%
3 Year	13.11%	19.17%
5 Year	32.13%	33.52%

Scheme Name	Kotak Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
6 Month	-3.55%	-3.1%
1 Year	-14.94%	-12.71%
3 Year	13.23%	17.26%
5 Year	19.49%	23.52%

Scheme Name	Kotak Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
1 Year	17.09%	28.19%
3 Year	15.43%	29.82%
5 Year	17.38%	28.63%

Scheme Name	Kotak Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
Standard Deviation	16.741%	15.861%
Sharp	0.383%	0.793%
Beta	0.8%	0.736%
Alpha	-3.619%	3.356%

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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

Scheme Name	Kotak Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
Others	4.06	7.03
Large Cap	3.87	-
Small Cap	73.8	84.22
Mid Cap	18.27	8.75

Scheme Name	Kotak Small Cap Fund Regular Growth	Tata Small Cap Fund Regular Growth
Others	3.24	8.25
Consumer Cyclical	21.06	15.97
Industrials	31.48	24.35
Healthcare	17.37	10.59
Real Estate	4.45	3.86
Financial Services	3.58	8.32
Basic Materials	13.84	18.16
Consumer Defensive	2.57	3.84
Communication Services	2.12	-
Technology	0.29	5.85
Utilities	-	0.82