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Kotak vs Tata Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16450 Cr | ₹8883 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 | 1.65 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.77% | 6.12% |
| 6 Month | -16.71% | -16.92% |
| 1 Year | 5.33% | 7.89% |
| 3 Year | 12.38% | 19.53% |
| 5 Year | 33.05% | 33.91% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -8.53% | -8.39% |
| 1 Year | -21.37% | -19% |
| 3 Year | 10.57% | 14.85% |
| 5 Year | 18.23% | 22.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.09% | 28.19% |
| 3 Year | 15.43% | 29.82% |
| 5 Year | 17.38% | 28.63% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.741% | 15.861% |
| Sharp | 0.383% | 0.793% |
| Beta | 0.8% | 0.736% |
| Alpha | -3.619% | 3.356% |
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Fund Managers
| Scheme Name | Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Arjun Khanna | Chandraprakash Padiyar |
| Total AUM | ₹169639 Cr | ₹15627 Cr |
| Funds Managed | 24 | 3 |
| Kotak Small Cap Fund Regular Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.06 | 7.03 |
| Large Cap | 3.87 | - |
| Small Cap | 73.8 | 84.22 |
| Mid Cap | 18.27 | 8.75 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.24 | 8.25 |
| Consumer Cyclical | 21.06 | 15.97 |
| Industrials | 31.48 | 24.35 |
| Healthcare | 17.37 | 10.59 |
| Real Estate | 4.45 | 3.86 |
| Financial Services | 3.58 | 8.32 |
| Basic Materials | 13.84 | 18.16 |
| Consumer Defensive | 2.57 | 3.84 |
| Communication Services | 2.12 | - |
| Technology | 0.29 | 5.85 |
| Utilities | - | 0.82 |
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