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

L&T Emerging Businesses Fund Direct Growth

Equity
Small Cap
3.0
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Kotak Small Cap Fund Direct Growth

Equity
Small Cap
4.0
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L&T Emerging Businesses Fund Direct Growth

(26.1%)

Kotak Small Cap Fund Direct Growth

(21.9%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.81%0.49%-
NAV₹44.2 (16-May-2022)₹168.6 (16-May-2022)-
Fund Started12-May-201401-Jan-2013-
Fund Size₹7,996Cr₹7,385Cr-
Exit LoadFor 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
26.1%
21.9%
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3Y
22.7%
32.5%
-
5Y
13.0%
16.7%
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Pros & Cons
Pros
1. 3Y and 5Y annualised returns higher than category average
2. Lower expense ratio: 0.81%
3. 1Y category rank: 3
1. 3Y and 5Y annualised returns higher than category average
2. Higher alpha: 12.04 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 TRI - in the last 3Y
3. Lower expense ratio: 0.49%
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Cons
1. Higher AUM: 7996Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y annualised returns lower than category average by 51.67%
1. Higher AUM: 7235Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y annualised returns lower than category average by 60.02%
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Holding Analysis

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

Top 10 Holdings
Name
Assets
KPR Mills Ltd.
6.9%
Balrampur Chini Mills Ltd.
3.9%
Grindwell Norton Ltd.
3.8%
Brigade Enterprises Ltd.
2.8%
RHI Magnesita India Ltd.
2.6%
Birlasoft Ltd.
2.4%
EID-Parry (India) Ltd.
2.2%
Carborundum Universal Ltd.
2.2%
Sonata Software Ltd.
2.2%
KPIT Technologies Ltd.
2.1%
Name
Assets
Century Plyboards (India) Ltd.
5.8%
Sheela Foam Ltd.
4.6%
Carborundum Universal Ltd.
3.9%
Ratnamani Metals & Tubes Ltd.
3.2%
Amber Enterprises India Ltd.
3.2%
Galaxy Surfactants Ltd.
3.1%
Persistent Systems Ltd.
3.1%
Blue Star Ltd.
2.9%
Supreme Industries Ltd.
2.8%
Cyient Ltd.
2.7%
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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.
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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.
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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.

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Launch Date

25 Apr 1996

05 Aug 1994

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Custodian

Citibank NA

Deutsche Bank

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Registrar & Transfer Agent

Cams

Cams

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