Kotak vs Edelweiss Small Cap Fund compare

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Kotak Small Cap Fund - Growth

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Edelweiss Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Fund	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹16450 Cr	₹4171 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	24 Feb 2005	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	6.71%	18%
Expense Ratio	1.65	1.84
Manager	Arjun Khanna	Trideep Bhattacharya
ISIN Code	INF174K01211	INF754K01JJ4
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	Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-10.19%	-9.03%
6 Month	-16.66%	-13.74%
1 Year	4.61%	4.14%
3 Year	13.45%	18.19%
5 Year	23.42%	25.31%

Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-16.63%	-13.27%
3 Year	11.98%	16.28%
5 Year	21.09%	24.05%

Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	17.09%	30.2%
3 Year	15.43%	30.38%
5 Year	17.38%	31.61%

Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	14.919%	15.599%
Sharp	0.622%	0.8%
Beta	0.747%	0.803%
Alpha	-1.418%	0.98%

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Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Name	Arjun Khanna	Trideep Bhattacharya
Total AUM	₹169639 Cr	₹0 Cr
Fund Manage	24	9
	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth

Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	2.29	2.77
Small Cap	74.37	71.43
Mid Cap	17.69	25.8
Large Cap	5.77	-

Scheme Name	Kotak Small Cap Fund - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	2.29	1.46
Transport Services	4.15	-
Pharmaceuticals & Biotechnology	5.91	-
Realty	3.51	-
Healthcare Services	7.25	-
Banks	0.93	-
Industrial Products	10.32	-
Retailing	5.47	-
Consumer Durables	15.84	-
Chemicals & Petrochemicals	4.04	-
Agricultural Food & other Products	1.51	-
IT - Services	3.31	-
Entertainment	0.86	-
Electrical Equipment	2.4	-
Construction	6.49	10.09
Finance	1.5	-
Agricultural, Commercial & Construction Vehicles	2.64	-
IT - Software	1.01	-
Textiles & Apparels	2.4	-
Auto Components	9.74	-
Telecom - Services	1.68	-
Food Products	0.4	-
Fertilizers & Agrochemicals	1.86	-
Capital Markets	1.17	-
Insurance	1.09	-
Cement & Cement Products	1.24	-
Commercial Services & Supplies	1.11	-
Consumer Staples	-	5.37
Materials	-	5.99
Communication	-	1.43
Healthcare	-	9.88
Financial	-	15.79
Automobile	-	5.09
Capital Goods	-	17.27
Services	-	8.82
Chemicals	-	2.15
Technology	-	5.85
Metals & Mining	-	4.26
Consumer Discretionary	-	3.13
Textiles	-	3.42