Kotak vs Axis Small Cap Fund compare

Overview

Scheme Name	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
Fund	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17593 Cr	₹23952 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	24 Feb 2005	29 Nov 2013
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	6.71%	5%
Expense Ratio	1.64	1.61
Manager	Arjun Khanna	Shreyash Devalkar
ISIN Code	INF174K01211	INF846K01K01
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	Axis Small Cap Fund - 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 - Growth	Axis Small Cap Fund - Regular Plan - Growth
1 Month	3.21%	4.6%
6 Month	5.27%	7.75%
1 Year	29.35%	28.37%
3 Year	19.65%	22.44%
5 Year	30.86%	27.68%

Scheme Name	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	22.82%	23.97%
3 Year	26.27%	27.12%
5 Year	30.31%	28.92%

Scheme Name	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
1 Year	16.8%	18.63%
3 Year	15.33%	20.16%
5 Year	17.22%	19.24%

Scheme Name	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation	13%	11.78%
Sharp	0.86%	1.09%
Beta	0.69%	0.64%
Alpha	0.33%	2.84%

Scheme Name	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
Name	Arjun Khanna	Shreyash Devalkar
Total AUM	₹169639 Cr	₹166770 Cr
Fund Manage	24	14
	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth

Scheme Name	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
Others	2.29	13.11
Small Cap	74.37	67.41
Mid Cap	17.69	15.27
Large Cap	5.77	4.27

Scheme Name	Kotak Small Cap Fund - Growth	Axis Small Cap Fund - Regular Plan - Growth
Others	2.29	13.11
Transport Services	4.15	0.24
Pharmaceuticals & Biotechnology	5.91	4.25
Realty	3.51	5.26
Healthcare Services	7.25	5.8
Banks	0.93	3.86
Industrial Products	10.32	6.74
Retailing	5.47	1.29
Consumer Durables	15.84	5.72
Chemicals & Petrochemicals	4.04	7.64
Agricultural Food & other Products	1.51	2.83
IT - Services	3.31	1.17
Entertainment	0.86	-
Electrical Equipment	2.4	1.55
Construction	6.49	2.83
Finance	1.5	7.24
Agricultural, Commercial & Construction Vehicles	2.64	-
IT - Software	1.01	3.86
Textiles & Apparels	2.4	0.39
Auto Components	9.74	7.32
Telecom - Services	1.68	-
Food Products	0.4	1.61
Fertilizers & Agrochemicals	1.86	-
Capital Markets	1.17	5.62
Insurance	1.09	-
Cement & Cement Products	1.24	2.3
Commercial Services & Supplies	1.11	0.63
Gas	-	0.55
Non - Ferrous Metals	-	0.41
Aerospace & Defense	-	1.38
Financial Technology (Fintech)	-	1.84
Leisure Services	-	1.07
Industrial Manufacturing	-	2.67
Household Products	-	0.61
Cigarettes & Tobacco Products	-	0.27