Kotak vs Invesco India Smallcap Fund compare
Kotak Small Cap Fund - Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹17593 Cr | ₹5353 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 Index |
| Turn Over | 6.71% | 47% |
| Expense Ratio | 1.64 | 1.81 |
| 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 | 3.24% | 8.48% |
| 6 Month | 5.54% | 14.42% |
| 1 Year | 27.09% | 38.35% |
| 3 Year | 18.42% | 26.56% |
| 5 Year | 30.8% | 32.33% |
| Scheme Name | Kotak Small Cap Fund - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.82% | 37.43% |
| 3 Year | 26.27% | 37.38% |
| 5 Year | 30.31% | 35.17% |
| Scheme Name | Kotak Small Cap Fund - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.8% | 25.82% |
| 3 Year | 15.33% | 28.32% |
| 5 Year | 17.22% | 27.73% |
| Scheme Name | Kotak Small Cap Fund - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13% | 14.52% |
| Sharp | 0.86% | 1.23% |
| Beta | 0.69% | 0.74% |
| Alpha | 0.33% | 4.89% |
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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 |
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