- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak vs Sundaram Small Cap Fund Regular Plan compare
Kotak Small Cap Fund Regular Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16450 Cr | ₹3168 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 24 Feb 2005 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 6.71% | 22% |
| Expense Ratio | 1.65 | 1.97 |
| Manager | Arjun Khanna | Rohit Seksaria |
| ISIN Code | INF174K01211 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.46% | 5.77% |
| 6 Month | -10.59% | -7.7% |
| 1 Year | 7.05% | 4.73% |
| 3 Year | 14.01% | 17.6% |
| 5 Year | 33.84% | 32.61% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.4% | -2.7% |
| 1 Year | -16.21% | -10.61% |
| 3 Year | 12.88% | 16.11% |
| 5 Year | 19.6% | 21.26% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.09% | 16.78% |
| 3 Year | 15.43% | 18.05% |
| 5 Year | 17.38% | 15.38% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.741% | 14.09% |
| Sharp | 0.383% | 0.52% |
| Beta | 0.8% | 0.77% |
| Alpha | -3.619% | 0.22% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Seksaria |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 15 |
| Kotak Small Cap Fund Regular Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.06 | 8.14 |
| Large Cap | 3.87 | 5.51 |
| Small Cap | 73.8 | 83.41 |
| Mid Cap | 18.27 | 2.94 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.24 | 8.9 |
| Consumer Cyclical | 21.06 | 18.36 |
| Industrials | 31.48 | 19.46 |
| Healthcare | 17.37 | 9.08 |
| Real Estate | 4.45 | 3.3 |
| Financial Services | 3.58 | 17.68 |
| Basic Materials | 13.84 | 9.08 |
| Consumer Defensive | 2.57 | 4.93 |
| Communication Services | 2.12 | 3.59 |
| Technology | 0.29 | 4.4 |
| Utilities | - | 1.22 |
Top Comparisons
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns9.65%
ITI Value Fund Regular - Growth
3Y Returns18.49%
Axis Value Fund - Regular Plan - Growth
3Y Returns20.9%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.03%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.31%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns12.72%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns15.4%
