Kotak Small Cap Fund vs SBI Small Cap Fund
Over the last 3 years, Kotak Small Cap Fund returned 11.9% a year against 11.8% for SBI Small Cap Fund (Direct plans). In falling months, SBI Small Cap Fund fell less: 73% of the index's fall, against 80%. They hold 15 stocks in common; the portfolio overlap is 18%. Data as of 12 Nov 2026.
| Kotak Small Cap Fund | SBI Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Smallcap 250 TRI |
| Age | 13.9 years | 13.0 years |
| AUM on 30 Oct 2026 | ₹17,907 cr | ₹39,193 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 0.63% | 0.80% |
| 1Y return | 6.1% | 6.8% |
| 3Y return (a year) | 11.9% | 11.8% |
| 5Y return (a year) | 11.0% | 12.0% |
| 3Y vs index | -1.1% | -1.2% |
| Rating score, rank | 38 · #19 of 25 | 43 · #14 of 25 |
| Regular plan | ||
| Rating | C | B |
| Expense ratio | 1.71% | 1.60% |
| 1Y return | 4.9% | 6.0% |
| 3Y return (a year) | 10.7% | 10.8% |
| 5Y return (a year) | 9.6% | 11.0% |
| 3Y vs index | -2.3% | -2.1% |
| Rating score, rank | 37 · #19 of 25 | 44 · #14 of 25 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 0% | 0% |
| Deepest fall, 3Y | -24.7% | -22.4% |
| Volatility, 3Y | 16.8% | 15.7% |
| Max fall, 5Y | -24.7% | -22.4% |
| Down capture, 3Y | 80 | 73 |
| Stocks held | 79 | 63 |
| Top 10 holdings | 29% | 28% |
| Large / mid / small caps | 7 / 15 / 75% | 1 / 2 / 81% |
| Largest sector | Healthcare Services | Auto Components |
Common questions
Kotak Small Cap Fund or SBI Small Cap Fund: which is better?
On our track-record ratings (Direct plans), Kotak Small Cap Fund is rated C and SBI Small Cap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Kotak Small Cap Fund or SBI Small Cap Fund: which has done better?
Over the last 3 years, Kotak Small Cap Fund returned 11.9% a year against 11.8% for SBI Small Cap Fund (Direct plans).
How much do Kotak Small Cap Fund and SBI Small Cap Fund overlap?
They hold 15 stocks in common; the portfolio overlap is 18%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated small cap funds this month · All small cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.