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 -6.71% -7.53%
6 Month 10.18% 1.89%
1 Year 29.99% 34.42%
3 Year 15.97% 24.04%
5 Year 30% 44.32%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
6 Month - -
1 Year 28.57% 20.17%
3 Year 26.8% 34.2%
5 Year 30.87% 42.72%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
1 Year 16.8% 10.41%
3 Year 15.33% 10.27%
5 Year 17.22% 10.08%

Risk Management

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
Standard Deviation 13% 18.63%
Sharp 0.92% 1.2%
Beta 0.68% 0.93%
Alpha 1.31% 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 13.06
Small Cap 73.7 66.27
Mid Cap 17 -
Large Cap 5.76 20.6

Sector Allocation

Scheme Name

Kotak Small Cap Fund - Growth

Quant Small Cap Fund-Growth

Others 3.68 13.06
Transport Services 3.86 -
Pharmaceuticals & Biotechnology 5.89 9.28
Realty 3.63 1.69
Healthcare Services 6.8 1.64
Banks 0.88 3.82
Industrial Products 10.36 1.72
Retailing 5.53 5.74
Consumer Durables 15.8 0.75
Chemicals & Petrochemicals 4.08 1.85
Agricultural Food & other Products 1.5 1.64
IT - Services 3.27 -
Entertainment 0.88 3.22
Electrical Equipment 0.95 0.72
Construction 6.54 1.52
Finance 1.6 10.66
Agricultural, Commercial & Construction Vehicles 2.42 -
IT - Software 0.98 -
Textiles & Apparels 2.33 2.51
Auto Components 10.55 3.31
Telecom - Services 1.66 4.11
Food Products 0.38 5.05
Fertilizers & Agrochemicals 1.79 3.01
Capital Markets 1.12 1.63
Insurance 1.19 0.28
Cement & Cement Products 1.28 -
Commercial Services & Supplies 1.19 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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