-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
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 9 m
- 12 yrs 9 m
- Fund Size
- ₹35,585 Cr
- ₹17,480 Cr
- 3 months
- -0.34%
- -1.5%
- 6 months
- 7.79%
- 9.49%
- 1 year
- -0.14%
- -2.29%
- 3 year
- 15.75%
- 17.89%
- 5 year
- 25.38%
- 27.96%
- Standard Deviation
- 14.1
- 16.61
- Sharpe
- 0.63
- 0.64
- Beta
- 0.73
- 0.83
- Sortino
- 0.88
- 0.93
- Alpha
- -2.1
- -2.01
- Top 3 sectors
- Financial (20.86%)
- Services (11.54%)
- Consumer Staples (8.9%)
- Healthcare (22.21%)
- Services (13.0%)
- Capital Goods (12.23%)
- Top 5 holdings
- Nifty 50 (6.27%)
- Nifty Bank (3.25%)
- Ather Energy Ltd. (3.19%)
- Kalpataru Projects International Ltd. (2.79%)
- E.I.D. - Parry (India) Ltd. (2.69%)
- Aster DM Healthcare Ltd. (4.22%)
- Krishna Institute of Medical Sciences Ltd (3.39%)
- Vijaya Diagnostic Centre Ltd. (3.1%)
- Century Plyboards (India) Ltd. (3.08%)
- Techno Electric & Engineering Company Ltd. (2.78%)
- Equity%
- 92.37634344%
- 97.55%
- Debt%
- 2.65489517%
- 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
- 0.76%
- 0.52%
- 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 ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Rama Iyer Srinivasan
- Harish Bihani
