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Kotak Multicap Fund vs HSBC Multi Cap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19227 Cr | ₹4943 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2021 | 30 Jan 2023 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 65.88% | 0.0% |
| Expense Ratio | 1.65 | 1.86 |
| Manager | Harsha Upadhyaya | Venugopal Manghat |
| ISIN Code | INF174KA1HS9 | INF336L01QQ8 |
| Exits Load | Kotak Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Multi Cap Fund - Regular Plan - 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 Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | 3.47% | 3.13% |
| 6 Month | 18.4% | 18.78% |
| 1 Year | -3.14% | -2.46% |
| 3 Year | 21.74% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 5.11% | 4.97% |
| 1 Year | 12% | 12.08% |
| 3 Year | 20.31% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 24.85% | 45.77% |
| 3 Year | 23.94% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.29% | - |
| Sharp | 0.95% | - |
| Beta | 1.09% | - |
| Alpha | 5.86% | - |
Fund Managers
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Venugopal Manghat |
| Total AUM | ₹139411 Cr | ₹41442 Cr |
| Funds Managed | 11 | 7 |
| Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 2.37 | 4.61 |
| Large Cap | 41.56 | 39.53 |
| Small Cap | 31 | 33.8 |
| Mid Cap | 25.07 | 22.06 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 1.41 | 0.35 |
| Energy | 3.52 | 2.96 |
| Technology | 9.76 | 9.55 |
| Basic Materials | 6.25 | 6.53 |
| Consumer Cyclical | 20.14 | 16.12 |
| Financial Services | 23.35 | 28.2 |
| Communication Services | 7.55 | 1.46 |
| Healthcare | 2.85 | 8.19 |
| Industrials | 13.34 | 17.05 |
| Utilities | 5.86 | 0.45 |
| Consumer Defensive | 5.98 | 7.63 |
| Real Estate | - | 1.5 |
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