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)	₹17644 Cr	₹5872 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	24 Feb 2005	25 Feb 2020
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open-ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap Index
Turn Over	6.71%	%
Expense Ratio	1.64	1.77
Manager	Arjun Khanna	Manish Gunwani
ISIN Code	INF174K01211	INF194KB1AJ8
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1%, if redeemed within 1 year./365

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
1 Month	-6.71%	-7.66%
6 Month	10.18%	16.06%
1 Year	29.99%	48.41%
3 Year	15.97%	25.18%
5 Year	30%	-

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	28.57%	45.94%
3 Year	26.8%	42.54%
5 Year	30.87%	-

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	0.92%	1.12%
Beta	0.68%	0.88%
Alpha	1.31%	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	3.68	6.25
Small Cap	73.7	68.56
Mid Cap	17	16.96
Large Cap	5.76	8.26

Scheme Name	Kotak Small Cap Fund - Growth	Bandhan Small Cap Fund - Regular Plan - Growth
Others	3.68	6.25
Transport Services	3.86	1.37
Pharmaceuticals & Biotechnology	5.89	7.81
Realty	3.63	4.07
Healthcare Services	6.8	2.67
Banks	0.88	4.51
Industrial Products	10.36	4.28
Retailing	5.53	1.38
Consumer Durables	15.8	4.33
Chemicals & Petrochemicals	4.08	3.5
Agricultural Food & other Products	1.5	2.24
IT - Services	3.27	1.29
Entertainment	0.88	-
Electrical Equipment	0.95	3.67
Construction	6.54	0.57
Finance	1.6	13.8
Agricultural, Commercial & Construction Vehicles	2.42	-
IT - Software	0.98	0.67
Textiles & Apparels	2.33	4.35
Auto Components	10.55	3.15
Telecom - Services	1.66	2.59
Food Products	0.38	1.03
Fertilizers & Agrochemicals	1.79	0.36
Capital Markets	1.12	4.76
Insurance	1.19	-
Cement & Cement Products	1.28	1.7
Commercial Services & Supplies	1.19	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