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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) | ₹54083 Cr | ₹5049 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 | 2.98% | 3.04% |
| 6 Month | 8.6% | 10.84% |
| 1 Year | 8.8% | 3.99% |
| 3 Year | 16.52% | 20.11% |
| 5 Year | 19.53% | 21.42% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.05% | 0.44% |
| 1 Year | 9.88% | 8.88% |
| 3 Year | 13.8% | 15.78% |
| 5 Year | 14.35% | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.03% | 14.77% |
| 3 Year | 15.32% | 13.32% |
| 5 Year | 15.49% | 14.1% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.48% | 13.99% |
| Sharp | 0.77% | 0.92% |
| Beta | 0.92% | 1.01% |
| Alpha | 0.96% | 3.40% |
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 | 5.01 | 7.02 |
| Large Cap | 67.6 | 52.87 |
| Mid Cap | 23.39 | 18.31 |
| Small Cap | 3.99 | 21.8 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.96 | 1.85 |
| Communication Services | 2.98 | 3.12 |
| Energy | 5.89 | 4.08 |
| Technology | 6.83 | 14.06 |
| Consumer Cyclical | 12.02 | 14.28 |
| Basic Materials | 14.66 | 8.66 |
| Healthcare | 3.09 | 4.94 |
| Industrials | 19.61 | 13.04 |
| Consumer Defensive | 2.25 | 5.83 |
| Financial Services | 26.21 | 26.17 |
| Utilities | 3.51 | 2.09 |
| Real Estate | - | 1.87 |
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