Kotak vs Tata Small Cap Fund compare
Kotak Small Cap Fund - Growth
Invest NowTata Small Cap Fund-Regular Plan-Growth
Invest NowChart Comparison
Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Fund | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17593 Cr | ₹9464 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Feb 2005 | 12 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 6.71% | 4.59% |
Expense Ratio | 1.64 | 1.7 |
Manager | Arjun Khanna | Chandraprakash Padiyar |
ISIN Code | INF174K01211 | INF277K015O2 |
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 | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Month | 3.21% | 2.57% |
6 Month | 5.27% | 10.88% |
1 Year | 29.35% | 32.97% |
3 Year | 19.65% | 25.42% |
5 Year | 30.86% | 32.3% |
Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 22.82% | 29.4% |
3 Year | 26.27% | 32.7% |
5 Year | 30.31% | 34.47% |
Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.8% | 27.86% |
3 Year | 15.33% | 30.27% |
5 Year | 17.22% | 27.96% |
Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13% | 13.28% |
Sharp | 0.86% | 1.35% |
Beta | 0.69% | 0.67% |
Alpha | 0.33% | 5.5% |
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Get Free Experts GuidanceScheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Name | Arjun Khanna | Chandraprakash Padiyar |
Total AUM | ₹169639 Cr | ₹15627 Cr |
Fund Manage | 24 | 3 |
Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
Scheme Name |
Kotak Small Cap Fund - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 2.29 | 7.66 |
Small Cap | 74.37 | 84.36 |
Mid Cap | 17.69 | 7.98 |
Large Cap | 5.77 | - |
Scheme Name |
Kotak Small Cap Fund - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 2.29 | 7.66 |
Transport Services | 4.15 | 2.04 |
Pharmaceuticals & Biotechnology | 5.91 | 5.08 |
Realty | 3.51 | 4.93 |
Healthcare Services | 7.25 | 4.07 |
Banks | 0.93 | 4.78 |
Industrial Products | 10.32 | 16.54 |
Retailing | 5.47 | 1.02 |
Consumer Durables | 15.84 | 4.02 |
Chemicals & Petrochemicals | 4.04 | 9.99 |
Agricultural Food & other Products | 1.51 | 1.76 |
IT - Services | 3.31 | - |
Entertainment | 0.86 | - |
Electrical Equipment | 2.4 | - |
Construction | 6.49 | - |
Finance | 1.5 | - |
Agricultural, Commercial & Construction Vehicles | 2.64 | - |
IT - Software | 1.01 | 2.22 |
Textiles & Apparels | 2.4 | 2.34 |
Auto Components | 9.74 | 4.17 |
Telecom - Services | 1.68 | - |
Food Products | 0.4 | - |
Fertilizers & Agrochemicals | 1.86 | 1 |
Capital Markets | 1.17 | 4.13 |
Insurance | 1.09 | - |
Cement & Cement Products | 1.24 | - |
Commercial Services & Supplies | 1.11 | 5.86 |
Leisure Services | - | 3.28 |
Power | - | 0.1 |
IT - Hardware | - | 1.77 |
Household Products | - | 0.75 |
Diversified | - | 3.31 |
Transport Infrastructure | - | 2.26 |
Other Construction Materials | - | 0.59 |
Industrial Manufacturing | - | 2.04 |
Ferrous Metals | - | 1.36 |
Beverages | - | 2.93 |
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