Kotak vs Quant Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
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 Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 8.09% | 6.67% |
6 Month | -18.24% | -19.33% |
1 Year | 8.69% | -0.22% |
3 Year | 14% | 21.15% |
5 Year | 35.24% | 50.51% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | -8.39% | -6.51% |
1 Year | -17.09% | -19.11% |
3 Year | 12.98% | 19.48% |
5 Year | 20.5% | 30.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular 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 Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.741% | 18.497% |
Sharp | 0.383% | 0.792% |
Beta | 0.8% | 0.929% |
Alpha | -3.619% | 1.342% |
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Fund Managers
Scheme Name | Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Arjun Khanna | Sanjeev Sharma |
Total AUM | ₹169639 Cr | ₹39731 Cr |
Funds Managed | 24 | 22 |
Kotak Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 4.06 | 10.03 |
Large Cap | 3.87 | 23.22 |
Small Cap | 73.8 | 63.33 |
Mid Cap | 18.27 | 3.42 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 3.24 | 9.23 |
Consumer Cyclical | 21.06 | 14.28 |
Industrials | 31.48 | 4.46 |
Healthcare | 17.37 | 13.56 |
Real Estate | 4.45 | 1.72 |
Financial Services | 3.58 | 15.78 |
Basic Materials | 13.84 | 8.59 |
Consumer Defensive | 2.57 | 5.01 |
Communication Services | 2.12 | 3.92 |
Technology | 0.29 | 2.85 |
Energy | - | 18.22 |
Utilities | - | 2.37 |
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