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Kotak vs Quant Small Cap Fund compare
Kotak Small Cap Fund - Growth
Quant Small Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund - Growth | Quant Small Cap Fund-Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund - Growth | Quant Small Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹16450 Cr | ₹25183 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 24 Feb 2005 | 30 Oct 1996 |
| 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 | 1.6 |
| Manager | Arjun Khanna | Sanjeev Sharma |
| ISIN Code | INF174K01211 | INF966L01AA0 |
| 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 | Quant 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 - Growth | Quant Small Cap Fund-Growth |
|---|---|---|
| 1 Month | -10.19% | -9.11% |
| 6 Month | -16.66% | -18.89% |
| 1 Year | 4.61% | -5.53% |
| 3 Year | 13.45% | 21.2% |
| 5 Year | 23.42% | 38.09% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund - Growth | Quant Small Cap Fund-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -16.63% | -21.53% |
| 3 Year | 11.98% | 18.64% |
| 5 Year | 21.09% | 31.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund - Growth | Quant Small Cap Fund-Growth |
|---|---|---|
| 1 Year | 17.09% | 10.46% |
| 3 Year | 15.43% | 10.33% |
| 5 Year | 17.38% | 10.13% |
Risk Management
| Scheme Name | Kotak Small Cap Fund - Growth | Quant Small Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 14.919% | 18.497% |
| Sharp | 0.622% | 0.792% |
| Beta | 0.747% | 0.929% |
| Alpha | -1.418% | 1.342% |
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Fund Managers
| Scheme Name | Kotak Small Cap Fund - Growth | Quant Small Cap Fund-Growth |
|---|---|---|
| Name | Arjun Khanna | Sanjeev Sharma |
| Total AUM | ₹169639 Cr | ₹39731 Cr |
| Fund Manage | 24 | 22 |
| Kotak Small Cap Fund - Growth | Quant Small Cap Fund-Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund - Growth |
Quant Small Cap Fund-Growth |
|---|---|---|
| Others | 2.29 | 13.06 |
| Small Cap | 74.37 | 66.27 |
| Mid Cap | 17.69 | - |
| Large Cap | 5.77 | 20.6 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund - Growth |
Quant Small Cap Fund-Growth |
|---|---|---|
| Others | 2.29 | 13.06 |
| Transport Services | 4.15 | - |
| Pharmaceuticals & Biotechnology | 5.91 | 9.28 |
| Realty | 3.51 | 1.69 |
| Healthcare Services | 7.25 | 1.64 |
| Banks | 0.93 | 3.82 |
| Industrial Products | 10.32 | 1.72 |
| Retailing | 5.47 | 5.74 |
| Consumer Durables | 15.84 | 0.75 |
| Chemicals & Petrochemicals | 4.04 | 1.85 |
| Agricultural Food & other Products | 1.51 | 1.64 |
| IT - Services | 3.31 | - |
| Entertainment | 0.86 | 3.22 |
| Electrical Equipment | 2.4 | 0.72 |
| Construction | 6.49 | 1.52 |
| Finance | 1.5 | 10.66 |
| Agricultural, Commercial & Construction Vehicles | 2.64 | - |
| IT - Software | 1.01 | - |
| Textiles & Apparels | 2.4 | 2.51 |
| Auto Components | 9.74 | 3.31 |
| Telecom - Services | 1.68 | 4.11 |
| Food Products | 0.4 | 5.05 |
| Fertilizers & Agrochemicals | 1.86 | 3.01 |
| Capital Markets | 1.17 | 1.63 |
| Insurance | 1.09 | 0.28 |
| Cement & Cement Products | 1.24 | - |
| Commercial Services & Supplies | 1.11 | 0.02 |
| Petroleum Products | - | 9.63 |
| Beverages | - | 0.75 |
| Consumable Fuels | - | 0.24 |
| Leisure Services | - | 2.17 |
| Healthcare Equipment & Supplies | - | 2.65 |
| Gas | - | 3.78 |
| Personal Products | - | 0.19 |
| Industrial Manufacturing | - | 0.14 |
| Minerals & Mining | - | 0.37 |
| Power | - | 2.78 |
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