Kotak vs LIC MF Small Cap Fund Regular compare
Kotak Small Cap Fund - Growth
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
| Scheme Name | Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Fund | Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹17644 Cr | ₹279 Cr | ₹279 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 24 Feb 2005 | 15 Jun 2017 | 15 Jun 2017 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open-ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY SMALLCAP 250 TRI | NIFTY SMALLCAP 250 TRI |
| Turn Over | 6.71% | 12% | % |
| Expense Ratio | 1.64 | 2.5 | 2.5 |
| Manager | Arjun Khanna | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF174K01211 | INF397L01JW3 | INF397L01JW3 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | -4.15% | -3.16% | -3.16% |
| 6 Month | 18.82% | 20.98% | 20.98% |
| 1 Year | 43.89% | 51.96% | 51.96% |
| 3 Year | 19.57% | 25.48% | 25.48% |
| 5 Year | 31.14% | 28.97% | 28.97% |
| Scheme Name | Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 19.38% | 22.75% | 22.75% |
| 3 Year | 43.88% | 51.91% | 51.91% |
| 5 Year | 116.07% | 117.91% | 117.91% |
| Scheme Name | Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 17.02% | 12.64% | 12.64% |
| 3 Year | 15.39% | 24.96% | 24.96% |
| 5 Year | 17.28% | 15.85% | 15.85% |
| Scheme Name | Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 13% | 13.95% | 13.95% |
| Sharp | 1.06% | 1.28% | 1.28% |
| Beta | 0.67% | 0.75% | 0.75% |
| Alpha | 2% | 5.14% | 5.14% |
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| Scheme Name | Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Name | Arjun Khanna | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹169639 Cr | ₹5898 Cr | ₹5898 Cr |
| Fund Manage | 24 | 7 | 7 |
| Kotak Small Cap Fund - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Scheme Name |
Kotak Small Cap Fund - Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 3.68 | 7.86 | 8.48 |
| Small Cap | 73.7 | 86.61 | 88.52 |
| Mid Cap | 17 | 5.54 | 3.03 |
| Large Cap | 5.76 | - | - |
| Scheme Name |
Kotak Small Cap Fund - Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 3.68 | 3.89 | 3.8 |
| Transport Services | 3.86 | - | - |
| Pharmaceuticals & Biotechnology | 5.89 | - | - |
| Realty | 3.63 | - | - |
| Healthcare Services | 6.8 | - | - |
| Banks | 0.88 | - | - |
| Industrial Products | 10.36 | - | - |
| Retailing | 5.53 | - | - |
| Consumer Durables | 15.8 | - | - |
| Chemicals & Petrochemicals | 4.08 | - | - |
| Agricultural Food & other Products | 1.5 | - | - |
| IT - Services | 3.27 | - | - |
| Entertainment | 0.88 | - | - |
| Electrical Equipment | 0.95 | - | - |
| Construction | 6.54 | 5.49 | 5.28 |
| Finance | 1.6 | - | - |
| Agricultural, Commercial & Construction Vehicles | 2.42 | - | - |
| IT - Software | 0.98 | - | - |
| Textiles & Apparels | 2.33 | - | - |
| Auto Components | 10.55 | - | - |
| Telecom - Services | 1.66 | - | - |
| Food Products | 0.38 | - | - |
| Fertilizers & Agrochemicals | 1.79 | - | - |
| Capital Markets | 1.12 | - | - |
| Insurance | 1.19 | - | - |
| Cement & Cement Products | 1.28 | - | - |
| Commercial Services & Supplies | 1.19 | - | - |
| Energy | - | 4.13 | 3.65 |
| Consumer Staples | - | 2.63 | 2.7 |
| Technology | - | 3.42 | 3.07 |
| Healthcare | - | 6.1 | 5.94 |
| Capital Goods | - | 32.95 | 36.32 |
| Textiles | - | 2.6 | 3.24 |
| Chemicals | - | 4.19 | 5.92 |
| Materials | - | 10.99 | 10.42 |
| Financial | - | 2.86 | 2.51 |
| Services | - | 10.29 | 10.3 |
| Consumer Discretionary | - | 6.06 | 4.03 |
| Metals & Mining | - | 3.31 | 1.96 |
| Automobile | - | 1.1 | 0.89 |
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