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Compare Mutual Funds
Comparing Axis Small Cap Fund vs Kotak Small Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - small cap, equity
- small cap, equity
- Fund Age
- 11 yrs 6 m
- 12 yrs 5 m
- Fund Size
- ₹22,736 Crs
- ₹15,706 Crs
- 3 months
- 14.61%
- 15.57%
- 6 months
- -3.02%
- -7.16%
- 1 year
- 14.05%
- 7.95%
- 3 year
- 23.83%
- 20.92%
- 5 year
- 32.37%
- 35.05%
- Standard Deviation
- 14.42
- 17.13
- Sharpe
- 1.09
- 0.8
- Beta
- 0.71
- 0.83
- Sortino
- 1.47
- 1.16
- Alpha
- 2.82
- -1.42
- Top 3 sectors
- Financial (15.149999999999999%)
- Healthcare (11.66%)
- Capital Goods (9.319999999999999%)
- Healthcare (21.32%)
- Capital Goods (12.02%)
- Consumer Discretionary (10.49%)
- Top 5 holdings
- Blue Star Ltd. (3.64%)
- Krishna Institute of Medical Sciences Ltd (3.03%)
- Cholamandalam Financial Holdings Ltd. (2.91%)
- Brigade Enterprises Ltd. (2.65%)
- Kaynes Technology India Ltd. (2.16%)
- Aster DM Healthcare Ltd. (3.62%)
- Krishna Institute of Medical Sciences Ltd (3.45%)
- Vijaya Diagnostic Centre Ltd. (3.15%)
- Century Plyboards (India) Ltd. (2.99%)
- Cyient Ltd. (2.88%)
- Equity%
- 88.76334537%
- 95.61%
- Debt%
- 13.22224319%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.55%
- 0.55%
- Exit Load
- 1.0%
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY Smallcap 250 TRI
- NIFTY Smallcap 250 TRI
- Min. Investment
- SIP ₹100 & Lumpsum ₹500
- SIP ₹1000 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Mayank Hyanki
- Tejas Sheth
- Harish Bihani
