Kotak vs Tata Small Cap Fund compare

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tortoise-icon Kotak Small Cap Fund - Growth

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tortoise-icon Tata Small Cap Fund-Regular Plan-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 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) ₹17644 Cr ₹7868 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 24 Feb 2005 02 Nov 2018
Category Small Cap Small Cap
Fund Type Open Ended Close Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 6.71% 4.59%
Expense Ratio 1.64 1.72
Manager Arjun Khanna Chandraprakash Padiyar
ISIN Code INF174K01211 INF277K015O2
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 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Tata Small Cap Fund-Regular Plan-Growth
1 Month -4.15% 3.8%
6 Month 18.82% 27.62%
1 Year 43.89% 48.69%
3 Year 19.57% 28.4%
5 Year 31.14% 34.43%

SIP Return Analysis

Scheme Name Kotak Small Cap Fund - Growth Tata Small Cap Fund-Regular Plan-Growth
6 Month - -
1 Year 19.38% 17.89%
3 Year 43.88% 50.59%
5 Year 116.07% 124.15%

Rolling Lumpsum Returns

Scheme Name Kotak Small Cap Fund - Growth Tata Small Cap Fund-Regular Plan-Growth
1 Year 17.02% 27.81%
3 Year 15.39% 30.42%
5 Year 17.28% 27.93%

Risk Management

Scheme Name Kotak Small Cap Fund - Growth Tata Small Cap Fund-Regular Plan-Growth
Standard Deviation 13% 13.28%
Sharp 1.06% 1.35%
Beta 0.67% 0.67%
Alpha 2% 5.5%

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Fund Managers

Scheme 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

Market Cap

Scheme Name

Kotak Small Cap Fund - Growth

Tata Small Cap Fund-Regular Plan-Growth

Others 3.68 6.71
Small Cap 73.7 91.58
Mid Cap 17 1.71
Large Cap 5.76 -

Sector Allocation

Scheme Name

Kotak Small Cap Fund - Growth

Tata Small Cap Fund-Regular Plan-Growth

Others 3.68 6.57
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 4.58
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 -
Healthcare - 7.97
Financial - 13.46
Metals & Mining - 8.28
Services - 13.52
Technology - 5.24
Consumer Staples - 7.52
Materials - 6.51
Capital Goods - 11.25
Chemicals - 9.78
Automobile - 1.54
Consumer Discretionary - 1.31
Textiles - 2.47

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