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) | ₹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 | -6.62% | -6.59% |
| 6 Month | 10.29% | 12.83% |
| 1 Year | 30.69% | 36.31% |
| 3 Year | 16.04% | 23.11% |
| 5 Year | 30.1% | 31.38% |
| Scheme Name | Kotak Small Cap Fund - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 28.57% | 41.12% |
| 3 Year | 26.8% | 34.95% |
| 5 Year | 30.87% | 35.8% |
| 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 | 0.92% | 1.35% |
| Beta | 0.68% | 0.67% |
| Alpha | 1.31% | 5.5% |
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| 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 | 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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