Kotak vs LIC MF Small Cap Fund Regular compare

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Kotak Small Cap Fund - Growth

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LIC MF 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 - Growth	LIC MF Small Cap Fund Regular - Growth
Fund	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹16450 Cr	₹491 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	24 Feb 2005	21 Jun 2017
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	6.71%	%
Expense Ratio	1.65	2.42
Manager	Arjun Khanna	Yogesh Patil
ISIN Code	INF174K01211	INF397L01JW3
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	LIC MF 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 - Growth	LIC MF Small Cap Fund Regular - Growth
1 Month	-10.19%	-15.39%
6 Month	-16.66%	-16.85%
1 Year	4.61%	6.29%
3 Year	13.45%	17.69%
5 Year	23.42%	23.48%

Scheme Name	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth
6 Month	-	-
1 Year	-16.63%	-14.95%
3 Year	11.98%	16.27%
5 Year	21.09%	23.69%

Scheme Name	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth
1 Year	17.09%	14.61%
3 Year	15.43%	24.75%
5 Year	17.38%	19.19%

Scheme Name	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth
Standard Deviation	14.919%	16.47%
Sharp	0.622%	0.817%
Beta	0.747%	0.823%
Alpha	-1.418%	1.666%

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Scheme Name	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth
Name	Arjun Khanna	Yogesh Patil
Total AUM	₹169639 Cr	₹5898 Cr
Fund Manage	24	7
	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth

Scheme Name	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth
Others	2.29	8.48
Small Cap	74.37	88.52
Mid Cap	17.69	3.03
Large Cap	5.77	-

Scheme Name	Kotak Small Cap Fund - Growth	LIC MF Small Cap Fund Regular - Growth
Others	2.29	3.8
Transport Services	4.15	-
Pharmaceuticals & Biotechnology	5.91	-
Realty	3.51	-
Healthcare Services	7.25	-
Banks	0.93	-
Industrial Products	10.32	-
Retailing	5.47	-
Consumer Durables	15.84	-
Chemicals & Petrochemicals	4.04	-
Agricultural Food & other Products	1.51	-
IT - Services	3.31	-
Entertainment	0.86	-
Electrical Equipment	2.4	-
Construction	6.49	5.28
Finance	1.5	-
Agricultural, Commercial & Construction Vehicles	2.64	-
IT - Software	1.01	-
Textiles & Apparels	2.4	-
Auto Components	9.74	-
Telecom - Services	1.68	-
Food Products	0.4	-
Fertilizers & Agrochemicals	1.86	-
Capital Markets	1.17	-
Insurance	1.09	-
Cement & Cement Products	1.24	-
Commercial Services & Supplies	1.11	-
Energy	-	3.65
Consumer Staples	-	2.7
Technology	-	3.07
Healthcare	-	5.94
Capital Goods	-	36.32
Textiles	-	3.24
Chemicals	-	5.92
Materials	-	10.42
Financial	-	2.51
Services	-	10.3
Consumer Discretionary	-	4.03
Metals & Mining	-	1.96
Automobile	-	0.89