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 | 8.09% | 7.56% |
6 Month | -18.24% | -16.38% |
1 Year | 8.69% | 7.09% |
3 Year | 14% | 16.9% |
5 Year | 35.24% | 35.79% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -11.23% | -11.05% |
1 Year | -18.42% | -16.81% |
3 Year | 12.82% | 15.76% |
5 Year | 20.23% | 22.61% |
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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