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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Month | 7.07% | 6.96% |
6 Month | -7.33% | -7.87% |
1 Year | 0.87% | 5.05% |
3 Year | 21.15% | 26.95% |
5 Year | 33.59% | 34.5% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | 9.89% | 9.63% |
1 Year | 2.92% | 3.38% |
3 Year | 17.57% | 20.71% |
5 Year | 20.69% | 24.62% |
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 | 16.741% | 15.861% |
Sharp | 0.383% | 0.793% |
Beta | 0.8% | 0.736% |
Alpha | -3.619% | 3.356% |
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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 | 4.06 | 7.03 |
Large Cap | 3.87 | - |
Small Cap | 73.8 | 84.22 |
Mid Cap | 18.27 | 8.75 |
Sector Allocation
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 |
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