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) | ₹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 |
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% |
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 | 17.02% | 27.81% |
3 Year | 15.39% | 30.42% |
5 Year | 17.28% | 27.93% |
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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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 | 3.68 | 6.71 |
Small Cap | 73.7 | 91.58 |
Mid Cap | 17 | 1.71 |
Large Cap | 5.76 | - |
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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