Kotak vs LIC MF Small Cap Fund Regular compare

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tortoise-icon Kotak Small Cap Fund - Growth

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tortoise-icon IDBI Small Cap Fund Growth Regular

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month -6.62% -5.69% -5.69%
6 Month 10.29% 12.93% 12.93%
1 Year 30.69% 39.53% 39.53%
3 Year 16.04% 22.17% 22.17%
5 Year 30.1% 28.85% 28.85%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year 28.57% 36.81% 36.81%
3 Year 26.8% 32.15% 32.15%
5 Year 30.87% 33.16% 33.16%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 16.8% 13.13% 13.13%
3 Year 15.33% 25% 25%
5 Year 17.22% 15.83% 15.83%

Risk Management

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 0.92% 1.18% 1.18%
Beta 0.68% 0.75% 0.75%
Alpha 1.31% 5.15% 5.15%

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Fund Managers

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

Market Cap

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 - -

Sector Allocation

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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