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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) | ₹17423 Cr | ₹11410 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 | 0.4% | 1.98% |
| 6 Month | -7.92% | -9.88% |
| 1 Year | -9.71% | -11.17% |
| 3 Year | 15.02% | 15.45% |
| 5 Year | 18.84% | 22.32% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.46% | -5.59% |
| 1 Year | 1.48% | -4.92% |
| 3 Year | 8.22% | 7.12% |
| 5 Year | 12.24% | 14.26% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.68% | 20.5% |
| 3 Year | 15.68% | 28.1% |
| 5 Year | 17.89% | 29.63% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 13.28% |
| Sharp | 0.6% | 0.61% |
| Beta | 0.79% | 0.76% |
| Alpha | -2.44% | -2.01% |
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 | 6.94 | 14.24 |
| Large Cap | 5.1 | - |
| Small Cap | 74.08 | 78.23 |
| Mid Cap | 13.88 | 7.53 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.03 | 9.49 |
| Consumer Cyclical | 20.29 | 18.1 |
| Industrials | 25.22 | 29.57 |
| Healthcare | 23.84 | 5.62 |
| Financial Services | 9.76 | 6.02 |
| Real Estate | 4.19 | 4.12 |
| Technology | 1.77 | 6.53 |
| Basic Materials | 8.78 | 17.36 |
| Consumer Defensive | 3.11 | 1.96 |
| Communication Services | 2.02 | - |
| Utilities | - | 1.24 |
Top Comparisons
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