HSBC Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Fund	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹4680 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	24 Feb 2004
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	27%
Expense Ratio	1.48	1.93
Manager	Harsha Upadhyaya	Venugopal Manghat
ISIN Code	INF174K01336	INF336L01AF5
Exits Load	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Month	7.49%	6.56%
6 Month	-1.24%	-7.4%
1 Year	9.17%	8.87%
3 Year	17.69%	18.62%
5 Year	22.36%	24.29%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	2.93%	-0.94%
1 Year	-0.38%	-7.88%
3 Year	15.09%	16.33%
5 Year	15.51%	16.77%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Year	12.91%	15.75%
3 Year	15.14%	12.91%
5 Year	15.31%	13.75%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	12.26%	15.323%
Sharp	0.7%	0.455%
Beta	0.92%	1.003%
Alpha	0.98%	0.255%

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Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Venugopal Manghat
Total AUM	₹139411 Cr	₹41442 Cr
Funds Managed	11	7
	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.41	3.71
Large Cap	69.35	51.36
Small Cap	4.68	22.72
Mid Cap	23.57	22.21

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.41	2.43
Telecom - Services	3.03	-
Petroleum Products	4.46	-
IT - Software	8.59	-
Retailing	2.38	-
Pharmaceuticals & Biotechnology	3.32	-
Construction	4.89	-
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.83	-
Banks	23.16	-
Cement & Cement Products	6.37	-
Chemicals & Petrochemicals	6.69	-
Personal Products	0.59	-
Transport Services	3.62	-
Capital Markets	1.59	-
Gas	2.88	-
Electrical Equipment	1.67	-
Automobiles	3.24	-
Fertilizers & Agrochemicals	0.82	-
Insurance	0.63	-
Industrial Products	0.73	-
Aerospace & Defense	6.36	-
Agricultural, Commercial & Construction Vehicles	0.62	-
Auto Components	3.78	-
Beverages	0.84	-
Finance	0.26	-
Ferrous Metals	3.53	-
Power	1.52	-
Energy	-	4.88
Industrials	-	14.36
Technology	-	13.99
Consumer Cyclical	-	12.05
Consumer Defensive	-	4.92
Financial Services	-	25.6
Healthcare	-	6.32
Basic Materials	-	8.29
Real Estate	-	2.05
Utilities	-	2.24
Communication Services	-	2.85