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HSBC Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
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) | ₹53626 Cr | ₹5075 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 | 1.46 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.04% | 2.61% |
| 6 Month | 16.15% | 18.62% |
| 1 Year | 1.13% | -1.98% |
| 3 Year | 15.49% | 18.46% |
| 5 Year | 19.36% | 21.52% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.34% | 4.07% |
| 1 Year | 13.43% | 11.02% |
| 3 Year | 16.19% | 18.5% |
| 5 Year | 15.69% | 17.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.26% | 15.03% |
| 3 Year | 15.22% | 13.18% |
| 5 Year | 15.42% | 14.01% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.26% | 14.21% |
| Sharp | 0.74% | 0.80% |
| Beta | 0.93% | 1.01% |
| Alpha | 0.96% | 3.43% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.62 | 5.99 |
| Large Cap | 68.99 | 52.41 |
| Small Cap | 4.67 | 22.42 |
| Mid Cap | 23.72 | 19.19 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.22 | 1.37 |
| Communication Services | 3.09 | 3.1 |
| Energy | 6.01 | 4.18 |
| Technology | 7.27 | 11.71 |
| Consumer Cyclical | 10.29 | 13.53 |
| Healthcare | 3.18 | 5.03 |
| Industrials | 21.34 | 14.65 |
| Consumer Defensive | 2.58 | 5.49 |
| Basic Materials | 14.86 | 9.04 |
| Financial Services | 25.57 | 27.75 |
| Utilities | 3.59 | 2.12 |
| Real Estate | - | 2.03 |
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