Kotak vs Invesco India Smallcap Fund compare
Kotak Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
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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