Kotak vs Invesco India Smallcap Fund compare

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Kotak Small Cap Fund - Growth

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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 - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Fund	Kotak Small Cap Fund - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
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

Scheme Name	Kotak Small Cap Fund - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	-10.19%	-9.29%
6 Month	-16.66%	-10.7%
1 Year	4.61%	9.88%
3 Year	13.45%	21.93%
5 Year	23.42%	23.96%

Scheme Name	Kotak Small Cap Fund - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-16.63%	-7.42%
3 Year	11.98%	22.07%
5 Year	21.09%	26.08%

Scheme Name	Kotak Small Cap Fund - 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%

Scheme Name	Kotak Small Cap Fund - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	14.919%	15.811%
Sharp	0.622%	0.958%
Beta	0.747%	0.78%
Alpha	-1.418%	3.936%

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

Scheme Name	Kotak Small Cap Fund - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	2.29	2.12
Small Cap	74.37	66.39
Mid Cap	17.69	27.9
Large Cap	5.77	3.59

Scheme Name	Kotak Small Cap Fund - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	2.29	2.12
Transport Services	4.15	1.07
Pharmaceuticals & Biotechnology	5.91	8.2
Realty	3.51	2
Healthcare Services	7.25	4.38
Banks	0.93	2.64
Industrial Products	10.32	5.8
Retailing	5.47	2.63
Consumer Durables	15.84	12.04
Chemicals & Petrochemicals	4.04	1.16
Agricultural Food & other Products	1.51	-
IT - Services	3.31	-
Entertainment	0.86	-
Electrical Equipment	2.4	6.86
Construction	6.49	2.48
Finance	1.5	4.79
Agricultural, Commercial & Construction Vehicles	2.64	1.72
IT - Software	1.01	4.5
Textiles & Apparels	2.4	-
Auto Components	9.74	3.26
Telecom - Services	1.68	1.26
Food Products	0.4	2.29
Fertilizers & Agrochemicals	1.86	-
Capital Markets	1.17	14.76
Insurance	1.09	1.2
Cement & Cement Products	1.24	1.43
Commercial Services & Supplies	1.11	0.79
Paper, Forest & Jute Products	-	3.66
Petroleum Products	-	1.21
IT - Hardware	-	0.97
Aerospace & Defense	-	1.49
Automobiles	-	0.87
Industrial Manufacturing	-	3.45
Power	-	0.97