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Kotak vs Edelweiss Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.59% | 3.49% |
| 6 Month | -14.22% | -11.46% |
| 1 Year | 6.88% | 8.46% |
| 3 Year | 13.57% | 18.01% |
| 5 Year | 34.04% | 34.58% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.4% | -4.22% |
| 1 Year | -16.21% | -11.96% |
| 3 Year | 12.88% | 16.9% |
| 5 Year | 19.6% | 22.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular 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% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.741% | 15.599% |
| Sharp | 0.383% | 0.8% |
| Beta | 0.8% | 0.803% |
| Alpha | -3.619% | 0.98% |
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Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Trideep Bhattacharya |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 9 |
| Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.06 | 3.2 |
| Large Cap | 3.87 | 0 |
| Small Cap | 73.8 | 67.63 |
| Mid Cap | 18.27 | 29.17 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.24 | 3.2 |
| Consumer Cyclical | 21.06 | 16.79 |
| Industrials | 31.48 | 18.22 |
| Healthcare | 17.37 | 11.41 |
| Real Estate | 4.45 | 3.21 |
| Financial Services | 3.58 | 17.15 |
| Basic Materials | 13.84 | 11.9 |
| Consumer Defensive | 2.57 | 6.61 |
| Communication Services | 2.12 | - |
| Technology | 0.29 | 11.49 |
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