Kotak vs Quant Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund - Growth

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tortoise-icon Quant Small Cap Fund-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 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 Very High
Asset Size (Cr) ₹17644 Cr ₹22901 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 24 Feb 2005 24 Nov 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 1.64 1.62
Manager Arjun Khanna Sanjeev Sharma
ISIN Code INF174K01211 INF966L01AA0
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 of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
1 Month -4.15% 1.5%
6 Month 18.82% 17.99%
1 Year 43.89% 56.18%
3 Year 19.57% 32.65%
5 Year 31.14% 49.46%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 19.38% 24.73%
3 Year 43.88% 68.93%
5 Year 116.07% 208.85%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
1 Year 17.02% 10.53%
3 Year 15.39% 9.93%
5 Year 17.28% 9.68%

Risk Management

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
Standard Deviation 13% 18.63%
Sharp 1.06% 1.2%
Beta 0.67% 0.93%
Alpha 2% 4.23%

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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 3.68 9.51
Small Cap 73.7 65.91
Mid Cap 17 -
Large Cap 5.76 24.56

Sector Allocation

Scheme Name

Kotak Small Cap Fund - Growth

Quant Small Cap Fund-Growth

Others 3.68 2.66
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 8.84
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 1.69
Cement & Cement Products 1.28 -
Commercial Services & Supplies 1.19 -
Financial - 24.78
Chemicals - 2.75
Energy - 13.24
Consumer Staples - 6.04
Technology - 1.78
Textiles - 3.26
Capital Goods - 4.29
Services - 11.05
Communication - 3.64
Healthcare - 7.32
Metals & Mining - 5.89
Materials - 0.96
Automobile - 1.79

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