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Kotak Flexicap Fund vs HSBC Flexi Cap 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) | ₹56040 Cr | ₹5267 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 | -0.98% | -2.22% |
| 6 Month | 0.36% | -0.97% |
| 1 Year | 2.99% | -4.41% |
| 3 Year | 15.17% | 18.08% |
| 5 Year | 15.97% | 17.45% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.45% | 0.58% |
| 1 Year | 16.01% | 10.9% |
| 3 Year | 15.14% | 15.31% |
| 5 Year | 15.01% | 15.82% |
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 | 4.93 | 8.23 |
| Large Cap | 68.36 | 50.63 |
| Mid Cap | 23.52 | 17.83 |
| Small Cap | 3.19 | 23.31 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.06 | 1.09 |
| Communication Services | 3.15 | 3.23 |
| Energy | 6.06 | 3.78 |
| Technology | 6.78 | 14.24 |
| Consumer Cyclical | 11.96 | 11.43 |
| Basic Materials | 14.52 | 7.24 |
| Healthcare | 2.96 | 4.81 |
| Industrials | 19.71 | 15.13 |
| Consumer Defensive | 2.31 | 6.03 |
| Financial Services | 27.03 | 28.01 |
| Utilities | 3.45 | 3.3 |
| Real Estate | - | 1.72 |
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