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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 | Very High |
| Asset Size (Cr) | ₹17508 Cr | ₹11416 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 | 3.3% | 3.65% |
| 6 Month | 18.73% | 17.9% |
| 1 Year | -7.81% | -7.03% |
| 3 Year | 16.08% | 20.78% |
| 5 Year | 26.36% | 29.05% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.93% | 3.41% |
| 1 Year | 6.55% | 5.72% |
| 3 Year | 14.93% | 17.07% |
| 5 Year | 17.4% | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.31% | 25.17% |
| 3 Year | 15.43% | 28.72% |
| 5 Year | 17.63% | 31.28% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.59% | 16.01% |
| Sharp | 0.55% | 0.86% |
| Beta | 0.82% | 0.77% |
| Alpha | -3.69% | 1.63% |
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 | 3.38 | 15.25 |
| Large Cap | 4.92 | - |
| Small Cap | 76.29 | 78.14 |
| Mid Cap | 15.41 | 6.61 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 0.69 | 12.45 |
| Consumer Cyclical | 21.01 | 18.03 |
| Industrials | 27.22 | 24.88 |
| Healthcare | 24 | 8.98 |
| Financial Services | 5.46 | 4.73 |
| Real Estate | 3.95 | 4.17 |
| Technology | 1.53 | 4.08 |
| Basic Materials | 11.16 | 19.39 |
| Consumer Defensive | 2.94 | 2.24 |
| Communication Services | 2.04 | - |
| Utilities | - | 1.05 |
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