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Compare Axis Small Cap Fund vs Kotak Small Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 2.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.59 | 1.66 |
NAV | ₹104.79 | ₹249.89 |
Fund Started | 11 Nov 2013 | 30 Dec 2004 |
Fund Size | ₹26769.08 Cr | ₹17423.09 Cr |
Exit Load | Exit load of 1% for investments beyond 10% if redeemed within 12 months | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
Very High
Very High
Rating
3.0
2.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.59
1.66
NAV
₹104.79
₹249.89
Fund Started
11 Nov 2013
30 Dec 2004
Fund Size
₹26769.08 Cr
₹17423.09 Cr
Exit Load
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | -6.00% | -12.67% |
3 Year | 17.04% | 14.34% |
5 Year | 22.29% | 21.17% |
1 Year
-6.00%
-12.67%
3 Year
17.04%
14.34%
5 Year
22.29%
21.17%
Holding Analysis
Equity | 94.33% | 98.95% |
Cash | -2.44% | 1.05% |
Equity
94.33%
98.95%
Cash
-2.44%
1.05%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Krishna Institute of Medical Sciences Ltd | 2.72% |
CCL Products (India) Ltd. | 2.60% |
Multi Commodity Exchange Of India Ltd. | 2.49% |
Nifty 50 | 2.47% |
Brigade Enterprises Ltd. | 2.06% |
City Union Bank Ltd. | 1.99% |
JB Chemicals & Pharmaceuticals Ltd. | 1.98% |
Cholamandalam Financial Holdings Ltd. | 1.91% |
Blue Star Ltd. | 1.72% |
Kaynes Technology India Ltd. | 1.67% |
Name | Assets |
|---|---|
Aster DM Healthcare Ltd. | 4.49% |
Krishna Institute of Medical Sciences Ltd | 3.32% |
Vijaya Diagnostic Centre Ltd. | 3.16% |
Century Plyboards (India) Ltd. | 2.68% |
Sansera Engineering Ltd. | 2.63% |
Techno Electric & Engineering Company Ltd. | 2.52% |
Kalpataru Projects International Ltd. | 2.46% |
Cyient Ltd. | 2.14% |
Brigade Enterprises Ltd. | 2.11% |
Vishal Mega Mart Ltd. | 2.01% |
Fund Manager
Name | Mayank Hyanki | Pankaj Tibrewal |
Start Date | 21 Nov 2025 | 07 Sep 2022 |
Name
Mayank Hyanki
Pankaj Tibrewal
Start Date
21 Nov 2025
07 Sep 2022
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. | The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. |
Launch Date | 11 Nov 2013 | 30 Dec 2004 |
Description
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.
Launch Date
11 Nov 2013
30 Dec 2004