Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak vs LIC MF Small Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon Kotak Small Cap Fund Regular Growth

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Small Cap Fund Regular Growth LIC MF Small Cap Fund Regular - Growth
Fund Kotak Small Cap Fund Regular Growth LIC MF Small Cap Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
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

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular Growth LIC MF Small Cap Fund Regular - Growth
1 Month 8.52% 9.64%
6 Month -18.64% -19.1%
1 Year 8.69% 11.6%
3 Year 13.09% 16.44%
5 Year 35.05% 33.7%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund Regular Growth LIC MF Small Cap Fund Regular - Growth
6 Month -11.23% -13.87%
1 Year -18.42% -20.68%
3 Year 12.82% 15.61%
5 Year 20.23% 22.33%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund Regular 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%

Risk Management

Scheme Name Kotak Small Cap Fund Regular Growth LIC MF Small Cap Fund Regular - Growth
Standard Deviation 16.741% 16.47%
Sharp 0.383% 0.817%
Beta 0.8% 0.823%
Alpha -3.619% 1.666%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Kotak Small Cap Fund Regular Growth

LIC MF Small Cap Fund Regular - Growth

Others 4.06 5.06
Large Cap 3.87 2.81
Small Cap 73.8 81.56
Mid Cap 18.27 10.58

Sector Allocation

Scheme Name

Kotak Small Cap Fund Regular Growth

LIC MF Small Cap Fund Regular - Growth

Others 3.24 5.06
Consumer Cyclical 21.06 16.45
Industrials 31.48 32.99
Healthcare 17.37 4.12
Real Estate 4.45 0.83
Financial Services 3.58 6.05
Basic Materials 13.84 13.18
Consumer Defensive 2.57 7.73
Communication Services 2.12 2.92
Technology 0.29 2.63
Utilities - 8.02

Top Comparisons

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns15.08%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns13.51%

Compare Now

Bandhan Floating Rate Fund Regular - Growth Bandhan Floating Rate Fund Regular - Growth

3Y Returns6.58%

VS

SBI Floating Rate Debt Fund - Regular Plan - Growth SBI Floating Rate Debt Fund - Regular Plan - Growth

3Y Returns7.03%

Compare Now

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

VS

Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns6.39%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.8%

Compare Now
Add to Cart Successfully