Kotak vs Tata Small Cap Fund compare
Kotak Small Cap Fund - Growth
Tata Small Cap Fund-Regular Plan-Growth
Chart 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) | ₹16713 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 | 1.65 | 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 |
| Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.45% | 3.8% |
| 6 Month | 27.06% | 27.62% |
| 1 Year | 42.45% | 48.69% |
| 3 Year | 22.85% | 28.4% |
| 5 Year | 33.78% | 34.43% |
| 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% |
| Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 35.74% | 34.72% |
| 3 Year | 84.95% | 93.09% |
| 5 Year | 127.27% | 137.56% |
| Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13% | 13.28% |
| Sharp | 1.15% | 1.35% |
| Beta | 0.66% | 0.67% |
| Alpha | 3.15% | 5.5% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Scheme Name |
Kotak Small Cap Fund - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.88 | 6.71 |
| Small Cap | 70.42 | 91.58 |
| Mid Cap | 17.92 | 1.71 |
| Large Cap | 6.81 | - |
| Scheme Name |
Kotak Small Cap Fund - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.3 | 6.57 |
| 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 | 4.58 |
| 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 | - |
| 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 |
Top Comparisons
Kotak Medium Term Fund - Growth
3Y Returns5.64%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns3.6%
Bajaj Finserv Money Market Fund Regular - Growth
3Y Returns0%
DSP Savings Fund - Regular Plan - Growth
3Y Returns5.7%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns20.31%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns22.69%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns5.61%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns5.55%