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) ₹16713 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 1.65 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 1.45% 1.5%
6 Month 27.06% 17.99%
1 Year 42.45% 56.18%
3 Year 22.85% 32.65%
5 Year 33.78% 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 35.74% 53.72%
3 Year 84.95% 137.8%
5 Year 127.27% 222.2%

Risk Management

Scheme Name Kotak Small Cap Fund - Growth Quant Small Cap Fund-Growth
Standard Deviation 13% 18.63%
Sharp 1.15% 1.2%
Beta 0.66% 0.93%
Alpha 3.15% 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 4.88 9.51
Small Cap 70.42 65.91
Mid Cap 17.92 -
Large Cap 6.81 24.56

Sector Allocation

Scheme Name

Kotak Small Cap Fund - Growth

Quant Small Cap Fund-Growth

Others 4.3 2.66
Transport Services 4.34 -
Pharmaceuticals and Biotechnology 5.57 -
Healthcare Services 4.49 -
Banks 0.88 -
Industrial Products 10.59 -
Retailing 5.42 -
Consumer Durables 16.02 -
Chemicals and Petrochemicals 4.18 -
Agricultural Food and other Product 1.16 -
IT - Services 3.19 -
Electrical Equipment 0.39 -
Entertainment 0.83 -
Construction 7.18 8.84
Finance 1.44 -
Agricultural, Commercial and Constr 2.81 -
IT - Software 1.47 -
Textiles and Apparels 2.29 -
Auto Components 12.15 -
Telecom - Services 1.36 -
Food Products 0.45 -
Fertilizers and Agrochemicals 1.99 -
Capital Markets 1.5 -
Insurance 1.15 1.69
Ferrous Metals 0.94 -
Realty 1.48 -
Cement and Cement Products 1.27 -
Commercial Services and 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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