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Compare Mutual Funds
Comparing SBI Small Cap Fund vs Kotak Small Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, small cap
- equity, small cap
- Fund Age
- 16 yrs 6 m
- 21 yrs 1 m
- Fund Size
- ₹36,268 Cr
- ₹17,258 Cr
- 3 months
- -10.35%
- -10.67%
- 6 months
- -8.1%
- -9.57%
- 1 year
- -4.04%
- -6.28%
- 3 year
- 12.21%
- 13.42%
- 5 year
- 16.06%
- 17.1%
- Standard Deviation
- 14.59
- 17.11
- Sharpe
- 0.48
- 0.49
- Beta
- 0.73
- 0.84
- Sortino
- 0.68
- 0.71
- Alpha
- -2.57
- -2.62
- Top 3 sectors
- Financial (18.74%)
- Services (9.979999999999999%)
- Capital Goods (9.54%)
- Healthcare (21.24%)
- Services (14.18%)
- Capital Goods (10.61%)
- Top 5 holdings
- Ather Energy Ltd. (4.18%)
- Nifty 50 (3.63%)
- City Union Bank Ltd. (3.33%)
- E.I.D. - Parry (India) Ltd. (2.66%)
- Kalpataru Projects International Ltd. (2.62%)
- Aster DM Healthcare Ltd. (4.2%)
- Vijaya Diagnostic Centre Ltd. (3.6%)
- Krishna Institute of Medical Sciences Ltd (2.98%)
- Century Plyboards (India) Ltd. (2.8%)
- Sansera Engineering Ltd. (2.54%)
- Equity%
- 93.21950318%
- 97.78%
- Debt%
- 2.03114032%
- 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
- 1.58%
- 1.67%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- BSE 250 SmallCap TRI
- NIFTY Smallcap 250 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Rama Iyer Srinivasan
- Harish Bihani
