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Kotak vs Invesco India Smallcap Fund compare

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tortoise-icon Kotak Small Cap Fund Regular Growth

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tortoise-icon Invesco India Smallcap 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 Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth
Fund Kotak Small Cap Fund Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16450 Cr ₹5905 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 24 Feb 2005 30 Oct 2018
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap TRI
Turn Over 6.71% 47%
Expense Ratio 1.65 1.78
Manager Arjun Khanna Aditya Khemani
ISIN Code INF174K01211 INF205K011T7
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 Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth
1 Month 8.09% 7.93%
6 Month -18.24% -13.86%
1 Year 8.69% 13.26%
3 Year 14% 21.74%
5 Year 35.24% 34.77%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth
6 Month -11.23% -9.79%
1 Year -18.42% -11.49%
3 Year 12.82% 21.89%
5 Year 20.23% 25.23%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth
1 Year 17.09% 26.35%
3 Year 15.43% 28.04%
5 Year 17.38% 28.21%

Risk Management

Scheme Name Kotak Small Cap Fund Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation 16.741% 16.892%
Sharp 0.383% 0.805%
Beta 0.8% 0.794%
Alpha -3.619% 3.629%

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Fund Managers

Scheme Name Kotak Small Cap Fund Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth
Name Arjun Khanna Aditya Khemani
Total AUM ₹169639 Cr ₹12070 Cr
Funds Managed 24 3
Kotak Small Cap Fund Regular Growth Invesco India Smallcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Small Cap Fund Regular Growth

Invesco India Smallcap Fund - Regular Plan - Growth

Others 4.06 8.08
Large Cap 3.87 2.77
Small Cap 73.8 65.82
Mid Cap 18.27 23.33

Sector Allocation

Scheme Name

Kotak Small Cap Fund Regular Growth

Invesco India Smallcap Fund - Regular Plan - Growth

Others 3.24 6.4
Consumer Cyclical 21.06 10.82
Industrials 31.48 23.62
Healthcare 17.37 17.7
Real Estate 4.45 1.99
Financial Services 3.58 20.58
Basic Materials 13.84 6.95
Consumer Defensive 2.57 2
Communication Services 2.12 1.11
Technology 0.29 8.84
Energy - 0

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