Kotak vs Sundaram Small Cap Fund Regular Plan compare

Overview

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)	₹17644 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	1.64	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	-6.62%	-7.27%
6 Month	10.29%	7.33%
1 Year	30.69%	23.52%
3 Year	16.04%	18.18%
5 Year	30.1%	27.08%

Scheme Name	Kotak Small Cap Fund - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	28.57%	22.27%
3 Year	26.8%	28.41%
5 Year	30.87%	30.37%

Scheme Name	Kotak Small Cap Fund - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	16.8%	16.53%
3 Year	15.33%	17.99%
5 Year	17.22%	15.23%

Scheme Name	Kotak Small Cap Fund - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	13%	14.09%
Sharp	0.92%	1%
Beta	0.68%	0.75%
Alpha	1.31%	1.64%

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	3.68	6.79
Small Cap	73.7	76.79
Mid Cap	17	8.71
Large Cap	5.76	7.72

Scheme Name	Kotak Small Cap Fund - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	3.68	2.48
Transport Services	3.86	-
Pharmaceuticals & Biotechnology	5.89	-
Realty	3.63	-
Healthcare Services	6.8	-
Banks	0.88	-
Industrial Products	10.36	-
Retailing	5.53	-
Consumer Durables	15.8	-
Chemicals & Petrochemicals	4.08	-
Agricultural Food & other Products	1.5	-
IT - Services	3.27	-
Entertainment	0.88	-
Electrical Equipment	0.95	-
Construction	6.54	6.33
Finance	1.6	-
Agricultural, Commercial & Construction Vehicles	2.42	-
IT - Software	0.98	-
Textiles & Apparels	2.33	-
Auto Components	10.55	-
Telecom - Services	1.66	-
Food Products	0.38	-
Fertilizers & Agrochemicals	1.79	-
Capital Markets	1.12	-
Insurance	1.19	-
Cement & Cement Products	1.28	-
Commercial Services & 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