Compare L&T Emerging Businesses Fund Direct Growth vs Kotak Small Cap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
L&T Emerging Businesses Fund Direct GrowthEquity
Small Cap
3.0
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Kotak Small Cap Fund Direct GrowthEquity
Small Cap
4.0
INVEST NOW
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L&T Emerging Businesses Fund Direct Growth

(10.1%)

Kotak Small Cap Fund Direct Growth

(5.0%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹500	₹1,000	-
Expense Ratio	0.78%	0.59%	-
NAV	₹50.0 (29-Sep-2022)	₹185.6 (29-Sep-2022)	-
Fund Started	12-May-2014	01-Jan-2013	-
Fund Size	₹8,395Cr	₹8,356Cr	-
Exit Load	For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.	For units in excess of 10% of the investment,1% will be charged for redemption within 365 days	-

Returns

1Y
10.1%
5.0%
-
3Y
28.1%
34.2%
-
5Y
14.6%
19.2%
-

Pros & Cons

Pros
1. 1Y and 5Y annualised returns higher than category average2. Lower expense ratio: 0.78%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y2. Higher alpha: 10.43
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 TRI - in the last 3Y 3. Lower expense ratio: 0.59%
-

Cons
1. Higher AUM: 8395Cr.
Funds with a higher AUM tend to have lower returns in the future2. 3Y annualised returns lower than category average by 1.15%
1. Higher AUM: 8355Cr.
Funds with a higher AUM tend to have lower returns in the future
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
KPR Mills Ltd.
4.8%
Grindwell Norton Ltd.
4.2%
Mahindra Lifespace Developers Ltd.
2.6%
City Union Bank Ltd.
2.6%
EID-Parry (India) Ltd.
2.5%
Brigade Enterprises Ltd.
2.5%
Kei Industries Ltd.
2.2%
Carborundum Universal Ltd.
2.2%
RHI Magnesita India Ltd.
2.1%
Cera Sanitaryware Ltd.
2.0%
Name
Assets
Century Plyboards (India) Ltd.
4.6%
Carborundum Universal Ltd.
4.2%
Sheela Foam Ltd.
3.4%
Galaxy Surfactants Ltd.
3.4%
Ratnamani Metals & Tubes Ltd.
3.2%
Blue Dart Express Ltd.
2.6%
Blue Star Ltd.
2.6%
Cyient Ltd.
2.5%
Schaeffler India Ltd.
2.4%
Supreme Industries Ltd.
2.3%
-

Fund Manager

Name
Venugopal Manghat
Pankaj Tibrewal
-
Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
-
Experience
Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
-

About Fund

Description
L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.
Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
-
Launch Date
25 Apr 1996
05 Aug 1994
-
Custodian
Citibank NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
Cams
-

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L&T Emerging Businesses Fund - Direct - Growth

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Bengaluru – 560034
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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

L&T Emerging Businesses Fund Direct Growth

Kotak Small Cap Fund Direct Growth

Add a fund

L&T Emerging Businesses Fund Direct Growth

Kotak Small Cap Fund Direct Growth

1. 1Y and 5Y annualised returns higher than category average

2. Lower expense ratio: 0.78%

1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

2. Higher alpha: 10.43 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 TRI - in the last 3Y

3. Lower expense ratio: 0.59%

1. Higher AUM: 8395Cr. Funds with a higher AUM tend to have lower returns in the future

2. 3Y annualised returns lower than category average by 1.15%

1. Higher AUM: 8355Cr. Funds with a higher AUM tend to have lower returns in the future

Holding Analysis

Top Holdings

Popular Comparisons