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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) | ₹20285 Cr | ₹5033 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 | 3.2% | 3.12% |
| 6 Month | 13.25% | 11.28% |
| 1 Year | 6.52% | 4.07% |
| 3 Year | 23.1% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 2.85% | 0.51% |
| 1 Year | 13.1% | 8.64% |
| 3 Year | 18.63% | - |
| 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 | 15.15% | - |
| Sharp | 1.03% | - |
| Beta | 1.03% | - |
| Alpha | 3.18% | - |
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 | 5.95 | 4.57 |
| Large Cap | 40.62 | 42.19 |
| Mid Cap | 24.26 | 21.68 |
| Small Cap | 29.17 | 31.57 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 3.04 | 1.33 |
| Energy | 3.4 | 2.86 |
| Technology | 8.05 | 10.91 |
| Basic Materials | 5.7 | 5.6 |
| Consumer Cyclical | 20.95 | 17.74 |
| Financial Services | 25.21 | 25.95 |
| Communication Services | 6.84 | 1.41 |
| Healthcare | 2.63 | 7.79 |
| Industrials | 12.55 | 16.56 |
| Utilities | 6.12 | 0.45 |
| Consumer Defensive | 5.51 | 7.96 |
| Real Estate | - | 1.43 |
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