Kotak vs Edelweiss Small Cap Fund compare
Kotak Small Cap Fund - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹17593 Cr | ₹4256 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 | 1.64 | 0.38 |
| 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 | -6.76% | -6.79% |
| 6 Month | -3.86% | -0.74% |
| 1 Year | 15.66% | 15.2% |
| 3 Year | 14.86% | 19.01% |
| 5 Year | 26.8% | 28.9% |
| Scheme Name | Kotak Small Cap Fund - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.54% | 8.8% |
| 3 Year | 21.1% | 25.12% |
| 5 Year | 26.71% | 29.33% |
| Scheme Name | Kotak Small Cap Fund - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.8% | 31.39% |
| 3 Year | 15.33% | 31.7% |
| 5 Year | 17.22% | 31.13% |
| Scheme Name | Kotak Small Cap Fund - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13% | 14.15% |
| Sharp | 0.77% | 1.2% |
| Beta | 0.7% | 0.77% |
| Alpha | 0.54% | 3.34% |
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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 |
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