Kotak Flexicap Fund vs HSBC Flexi Cap Fund compare

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Kotak Flexicap Fund - Growth

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HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Month	0.71%	-1.96%
6 Month	3.23%	2.1%
1 Year	4.85%	-2.26%
3 Year	15.63%	18.21%
5 Year	16.53%	17.98%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	3.09%	1.93%
1 Year	17.02%	13.73%
3 Year	16.02%	16.74%
5 Year	15.65%	16.74%

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%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	12.26%	13.99%
Sharp	0.84%	0.92%
Beta	0.92%	1.01%
Alpha	0.64%	3.40%

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

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.08	8.23
Large Cap	74.29	50.63
Mid Cap	19.04	17.83
Small Cap	4.59	23.31

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.08	1.09
Telecom - Services	3.15	-
Petroleum Products	4.75	-
IT - Software	6.77	-
Retailing	3.85	-
Cement & Cement Products	6.13	-
Pharmaceuticals & Biotechnology	2.97	-
Construction	4.47	-
Diversified FMCG	1.14	-
Non - Ferrous Metals	1.13	-
Banks	22.62	-
Chemicals & Petrochemicals	6.35	-
Personal Products	0.5	-
Transport Services	3.26	-
Capital Markets	1.66	-
Gas	2.49	-
Electrical Equipment	1.26	-
Automobiles	4.29	-
Fertilizers & Agrochemicals	0.57	-
Insurance	0.75	-
Industrial Products	0.62	-
Agricultural, Commercial & Construction Vehicles	0.75	-
Aerospace & Defense	6.08	-
Finance	2	-
Auto Components	3.82	-
Beverages	0.67	-
Power	2.25	-
Ferrous Metals	3.62	-
Energy	-	3.78
Industrials	-	15.13
Technology	-	14.24
Consumer Cyclical	-	11.43
Consumer Defensive	-	6.03
Basic Materials	-	7.24
Financial Services	-	28.01
Healthcare	-	4.81
Real Estate	-	1.72
Utilities	-	3.3
Communication Services	-	3.23