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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
- 12 yrs 6 m
- 12 yrs 6 m
- Fund Size
- ₹31,790 Cr
- ₹17,329 Cr
- 3 months
- 8.72%
- 10.56%
- 6 months
- 8.99%
- 6.99%
- 1 year
- 0.88%
- 1.35%
- 3 year
- 21.34%
- 21.06%
- 5 year
- 29.68%
- 33.61%
- Standard Deviation
- 14.75
- 16.82
- Sharpe
- 1.07
- 0.97
- Beta
- 0.75
- 0.84
- Sortino
- 1.42
- 1.35
- Alpha
- -0.76
- -2.25
- Top 3 sectors
- Financial (21.52%)
- Services (12.83%)
- Consumer Staples (9.46%)
- Healthcare (20.61%)
- Capital Goods (13.55%)
- Consumer Discretionary (9.34%)
- Top 5 holdings
- Nifty 50 (6.58%)
- Nifty Bank (3.46%)
- SBFC Finance Ltd. (2.96%)
- Kalpataru Projects International Ltd. (2.64%)
- Chalet Hotels Ltd. (2.62%)
- Aster DM Healthcare Ltd. (3.79%)
- Krishna Institute of Medical Sciences Ltd (3.34%)
- Techno Electric & Engineering Company Ltd. (3.0%)
- Century Plyboards (India) Ltd. (2.97%)
- Cyient Ltd. (2.78%)
- Equity%
- 88.86761711%
- 94.7%
- Debt%
- 2.75836682%
- 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
- 0.7%
- 0.55%
- 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
- SIP ₹1000 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Rama Iyer Srinivasan
- Harish Bihani
