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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) | ₹22281 Cr | ₹5341 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 | -0.92% | -1.49% |
| 6 Month | 5.67% | 1.23% |
| 1 Year | 5.61% | 0.92% |
| 3 Year | 23.93% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.87% | -0.35% |
| 1 Year | 15.17% | 9.27% |
| 3 Year | 18.66% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 23.75% | 35.72% |
| 3 Year | 23.38% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.17% | - |
| Sharp | 1.01% | - |
| Beta | 1.04% | - |
| Alpha | 3.71% | - |
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 | 7.45 | 4.91 |
| Large Cap | 42.76 | 41.7 |
| Mid Cap | 21.38 | 20.71 |
| Small Cap | 28.41 | 32.68 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 1.29 | 0.79 |
| Energy | 2.87 | 3.09 |
| Technology | 7.92 | 10.26 |
| Basic Materials | 5.38 | 4.76 |
| Consumer Cyclical | 19.8 | 16.98 |
| Financial Services | 27.23 | 28.19 |
| Communication Services | 8.4 | 1.49 |
| Healthcare | 2.52 | 7.85 |
| Industrials | 11.44 | 16.33 |
| Utilities | 5.11 | 0.69 |
| Consumer Defensive | 8.03 | 8.14 |
| Real Estate | - | 1.41 |
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