Kotak vs HDFC Small Cap Fund compare

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Kotak Small Cap Fund Regular Growth

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HDFC Small Cap Fund Regular 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 Regular Growth	HDFC Small Cap Fund Regular Growth
Fund	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16450 Cr	₹31230 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	24 Feb 2005	03 Apr 2008
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	6.71%	10.02%
Expense Ratio	1.65	1.57
Manager	Arjun Khanna	Dhruv Muchhal
ISIN Code	INF174K01211	INF179KA1RZ8
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	HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
1 Month	1.53%	2.97%
6 Month	-11.12%	-7.71%
1 Year	3.68%	-0.44%
3 Year	13.51%	19.64%
5 Year	33.14%	34.45%

Scheme Name	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
6 Month	-3.55%	-2.12%
1 Year	-14.94%	-10.97%
3 Year	13.23%	16.34%
5 Year	19.49%	22.69%

Scheme Name	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
1 Year	17.09%	17.52%
3 Year	15.43%	19.66%
5 Year	17.38%	16.96%

Scheme Name	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
Standard Deviation	16.741%	16.223%
Sharp	0.383%	0.719%
Beta	0.8%	0.784%
Alpha	-3.619%	1.828%

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Scheme Name	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
Name	Arjun Khanna	Dhruv Muchhal
Total AUM	₹169639 Cr	₹520687 Cr
Funds Managed	24	40
	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth

Scheme Name	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
Others	4.06	6.66
Large Cap	3.87	3.87
Small Cap	73.8	80.87
Mid Cap	18.27	8.61

Scheme Name	Kotak Small Cap Fund Regular Growth	HDFC Small Cap Fund Regular Growth
Others	3.24	6.66
Consumer Cyclical	21.06	18.74
Industrials	31.48	23.81
Healthcare	17.37	12.18
Real Estate	4.45	-
Financial Services	3.58	12.19
Basic Materials	13.84	6.7
Consumer Defensive	2.57	2.16
Communication Services	2.12	2.25
Technology	0.29	14.88
Utilities	-	0.43