Kotak Flexicap Fund vs HSBC Flexi Cap Fund compare

Kotak Flexicap Fund vs HSBC Flexi Cap Fund compare

Link copied to clipboard!

Kotak Flexicap Fund - Growth

Invest Now

HSBC Flexi Cap Fund - Regular Growth

Invest Now

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)	₹53293 Cr	₹5075 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	-1.63%	-1.11%
6 Month	13.58%	14.36%
1 Year	2.22%	0.5%
3 Year	17.06%	19.93%
5 Year	19.1%	21.4%

SIP Return Analysis

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	3.83%	4.56%
1 Year	9.1%	5.28%
3 Year	15.7%	17.89%
5 Year	15.61%	17.39%

Rolling Lumpsum Returns

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Year	12.26%	15.03%
3 Year	15.22%	13.18%
5 Year	15.42%	14.01%

Risk Management

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	12.26%	14.07%
Sharp	0.92%	0.93%
Beta	0.93%	0.99%
Alpha	1.21%	3.15%

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	2.62	6.24
Large Cap	68.99	52.36
Small Cap	4.67	22.27
Mid Cap	23.72	19.13

Sector Allocation

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.22	1.51
Communication Services	3.09	3.19
Energy	6.01	4.37
Technology	7.27	11.87
Consumer Cyclical	10.29	13.9
Healthcare	3.18	4.83
Industrials	21.34	14.51
Consumer Defensive	2.58	5.05
Basic Materials	14.86	8.39
Financial Services	25.57	27.84
Utilities	3.59	2.43
Real Estate	-	2.12

Top Comparisons

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns17.28%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns17.48%

Compare Now

Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.72%

VS

DSP Quant Fund - Regular Plan - Growth

3Y Returns10.31%

Compare Now

Bandhan Floater Fund Regular - Growth

3Y Returns7.27%

VS

Nippon India Floater Fund - Regular Plan - Growth Option

3Y Returns7.69%

Compare Now

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.94%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns9.89%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully