Kotak vs Sundaram Small Cap Fund Regular Plan compare
Kotak Small Cap Fund - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16713 Cr | ₹3333 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 24 Feb 2005 | 10 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 | 1.93 |
| Manager | Arjun Khanna | Rohit Seksaria |
| ISIN Code | INF174K01211 | INF903J01470 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.45% | 8.2% |
| 6 Month | 27.06% | 29.71% |
| 1 Year | 42.45% | 41.01% |
| 3 Year | 22.85% | 23.63% |
| 5 Year | 33.78% | 30.03% |
| Scheme Name | Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.38% | 16.31% |
| 3 Year | 43.88% | 48.22% |
| 5 Year | 116.07% | 111.75% |
| Scheme Name | Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 35.74% | 32.21% |
| 3 Year | 84.95% | 81.53% |
| 5 Year | 127.27% | 119.87% |
| Scheme Name | Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13% | 14.09% |
| Sharp | 1.15% | 1.14% |
| Beta | 0.66% | 0.75% |
| Alpha | 3.15% | 1.35% |
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| Scheme Name | Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Arjun Khanna | Rohit Seksaria |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Fund Manage | 24 | 15 |
| Kotak Small Cap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
Kotak Small Cap Fund - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.88 | 6.79 |
| Small Cap | 70.42 | 76.79 |
| Mid Cap | 17.92 | 8.71 |
| Large Cap | 6.81 | 7.72 |
| Scheme Name |
Kotak Small Cap Fund - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.3 | 2.48 |
| 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 | 6.33 |
| 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 | - |
| Ferrous Metals | 0.94 | - |
| Realty | 1.48 | - |
| Cement and Cement Products | 1.27 | - |
| Commercial Services and Supplies | 1.19 | - |
| Automobile | - | 3.14 |
| Financial | - | 24.44 |
| Capital Goods | - | 10.59 |
| Technology | - | 8.31 |
| Healthcare | - | 8.1 |
| Chemicals | - | 2.36 |
| Materials | - | 4.69 |
| Consumer Staples | - | 6.04 |
| Metals & Mining | - | 2.72 |
| Consumer Discretionary | - | 5.01 |
| Services | - | 11.54 |
| Energy | - | 1.2 |
| Textiles | - | 1.12 |
| Unclassified | - | 1.94 |
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