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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) | ₹56885 Cr | ₹5248 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 | -2.11% | -2.98% |
| 6 Month | 1.51% | 0.52% |
| 1 Year | 4.18% | -3.5% |
| 3 Year | 15.79% | 18.52% |
| 5 Year | 15.7% | 16.99% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.3% | -0.09% |
| 1 Year | 14.43% | 10.85% |
| 3 Year | 14.69% | 15.08% |
| 5 Year | 14.71% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.92% | 14.58% |
| 3 Year | 15.45% | 13.55% |
| 5 Year | 15.55% | 14.16% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.26% | 14.04% |
| Sharp | 0.81% | 0.85% |
| Beta | 0.92% | 1.02% |
| Alpha | 0.98% | 3.20% |
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 | 6.04 | 10.26 |
| Large Cap | 67.83 | 50.11 |
| Mid Cap | 23.15 | 17.46 |
| Small Cap | 2.98 | 22.17 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.34 | 2.05 |
| Communication Services | 3.18 | 2.92 |
| Energy | 6.05 | 3.94 |
| Technology | 6.88 | 14.08 |
| Consumer Cyclical | 11.92 | 12.01 |
| Basic Materials | 13.88 | 6.52 |
| Healthcare | 2.88 | 4.77 |
| Industrials | 18.75 | 14.5 |
| Consumer Defensive | 2.25 | 5.95 |
| Financial Services | 28.68 | 28.71 |
| Utilities | 3.2 | 2.96 |
| Real Estate | - | 1.59 |
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