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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) | ₹53626 Cr | ₹4975 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 | 1.33% | 0.76% |
| 6 Month | 12.04% | 12.65% |
| 1 Year | 3.59% | -1.76% |
| 3 Year | 18.23% | 21.01% |
| 5 Year | 19.27% | 21.24% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.24% | 2.26% |
| 1 Year | 15.38% | 12.4% |
| 3 Year | 16.04% | 17.76% |
| 5 Year | 15.58% | 17.16% |
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 | 12.26% | 13.97% |
| Sharp | 0.87% | 0.91% |
| Beta | 0.93% | 1.01% |
| Alpha | 1.21% | 3.32% |
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 | 5.79 | 7.02 |
| Large Cap | 67.92 | 52.87 |
| Small Cap | 4.31 | 21.8 |
| Mid Cap | 21.98 | 18.31 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.33 | 1.85 |
| Communication Services | 3.03 | 3.12 |
| Energy | 5.69 | 4.08 |
| Technology | 7.19 | 14.06 |
| Consumer Cyclical | 10.72 | 14.28 |
| Healthcare | 3.18 | 4.94 |
| Industrials | 19.95 | 13.04 |
| Consumer Defensive | 2.58 | 5.83 |
| Basic Materials | 14.39 | 8.66 |
| Financial Services | 25.47 | 26.17 |
| Utilities | 3.47 | 2.09 |
| Real Estate | - | 1.87 |
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