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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.37% | 2.87% |
| 6 Month | -0.06% | -6.07% |
| 1 Year | 7.2% | 6.51% |
| 3 Year | 15.92% | 16.64% |
| 5 Year | 21.32% | 23.26% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.72% | -0.51% |
| 1 Year | -0.99% | -6.44% |
| 3 Year | 16% | 17.85% |
| 5 Year | 16.31% | 17.91% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.26% | 15.323% |
| Sharp | 0.5% | 0.455% |
| Beta | 0.93% | 1.003% |
| Alpha | 0.59% | 0.255% |
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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 | 2.55 | 3.71 |
| Large Cap | 69.56 | 51.36 |
| Small Cap | 4.4 | 22.72 |
| Mid Cap | 23.49 | 22.21 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.55 | 2.43 |
| Telecom - Services | 2.97 | - |
| Petroleum Products | 4.38 | - |
| IT - Software | 9.57 | - |
| Retailing | 2.8 | - |
| Pharmaceuticals and Biotechnology | 2.03 | - |
| Construction | 4.77 | - |
| Diversified FMCG | 1.25 | - |
| Non - Ferrous Metals | 0.84 | - |
| Banks | 22.97 | - |
| Pharmaceuticals & Biotechnology | 1.49 | - |
| Cement & Cement Products | 0.8 | - |
| Chemicals and Petrochemicals | 6.41 | - |
| Personal Products | 0.55 | - |
| Transport Services | 3.46 | - |
| Capital Markets | 1.62 | - |
| Gas | 2.91 | - |
| Electrical Equipment | 1.61 | - |
| Automobiles | 3.56 | - |
| Fertilizers & Agrochemicals | 0.77 | - |
| Insurance | 0.59 | - |
| Industrial Products | 0.74 | - |
| Aerospace and Defense | 0.33 | - |
| Agricultural, Commercial & Construction Vehicles | 0.51 | - |
| Aerospace & Defense | 5.26 | - |
| Cement and Cement Products | 5.34 | - |
| Auto Components | 3.78 | - |
| Beverages | 0.89 | - |
| Finance | 0.26 | - |
| Ferrous Metals | 3.58 | - |
| Power | 1.41 | - |
| 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 |
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