Kotak vs Bandhan Small Cap Fund compare

Overview

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
Fund	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17593 Cr	₹8716 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	24 Feb 2005	26 Feb 2020
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	6.71%	%
Expense Ratio	1.64	1.72
Manager	Arjun Khanna	Manish Gunwani
ISIN Code	INF174K01211	INF194KB1AJ8
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	Bandhan 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 - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
1 Month	-6.76%	-6.77%
6 Month	-3.86%	3.98%
1 Year	15.66%	27.61%
3 Year	14.86%	24.68%
5 Year	26.8%	-

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	6.54%	17.74%
3 Year	21.1%	36.52%
5 Year	26.71%	-

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
1 Year	16.8%	44.18%
3 Year	15.33%	30.19%
5 Year	17.22%	-

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
Standard Deviation	13%	17.04%
Sharp	0.77%	1.12%
Beta	0.7%	0.88%
Alpha	0.54%	3.51%

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
Name	Arjun Khanna	Manish Gunwani
Total AUM	₹169639 Cr	₹8731 Cr
Fund Manage	24	4
	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
Others	2.29	6.25
Small Cap	74.37	68.56
Mid Cap	17.69	16.96
Large Cap	5.77	8.26

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
Others	2.29	6.25
Transport Services	4.15	1.37
Pharmaceuticals & Biotechnology	5.91	7.81
Realty	3.51	4.07
Healthcare Services	7.25	2.67
Banks	0.93	4.51
Industrial Products	10.32	4.28
Retailing	5.47	1.38
Consumer Durables	15.84	4.33
Chemicals & Petrochemicals	4.04	3.5
Agricultural Food & other Products	1.51	2.24
IT - Services	3.31	1.29
Entertainment	0.86	-
Electrical Equipment	2.4	3.67
Construction	6.49	0.57
Finance	1.5	13.8
Agricultural, Commercial & Construction Vehicles	2.64	-
IT - Software	1.01	0.67
Textiles & Apparels	2.4	4.35
Auto Components	9.74	3.15
Telecom - Services	1.68	2.59
Food Products	0.4	1.03
Fertilizers & Agrochemicals	1.86	0.36
Capital Markets	1.17	4.76
Insurance	1.09	-
Cement & Cement Products	1.24	1.7
Commercial Services & Supplies	1.11	2.93
Petroleum Products	-	1.95
Paper, Forest & Jute Products	-	0.18
Telecom - Equipment & Accessories	-	0.51
IT - Hardware	-	1.59
Leisure Services	-	1.29
Aerospace & Defense	-	0.88
Non - Ferrous Metals	-	0.57
Diversified Metals	-	0.5
Diversified	-	0.82
Gas	-	0.69
Oil	-	0.52
Power	-	1.33
Minerals & Mining	-	0.87
Personal Products	-	0.41
Automobiles	-	0.61
Household Products	-	0.39
Ferrous Metals	-	1.53
Industrial Manufacturing	-	0.52
Beverages	-	0.86
Financial Technology (Fintech)	-	0.73