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) | ₹18904 Cr | ₹4985 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 | -1.97% | -1.35% |
6 Month | 6.6% | 8.81% |
1 Year | -3.36% | -1.65% |
3 Year | 24.34% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 6.09% | 6.69% |
1 Year | 4.86% | 6.35% |
3 Year | 21.02% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 26.52% | 50.5% |
3 Year | 22.71% | - |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 15.83% | - |
Sharp | 1.30% | - |
Beta | 1.08% | - |
Alpha | 5.19% | - |
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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 | 2.01 | 6.29 |
Large Cap | 43.48 | 41.34 |
Small Cap | 28.06 | 27.02 |
Mid Cap | 26.46 | 25.36 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 1.18 | 1.17 |
Energy | 3.7 | 3.17 |
Technology | 10.38 | 9.96 |
Basic Materials | 6 | 5.17 |
Consumer Cyclical | 19.91 | 16.55 |
Financial Services | 23.77 | 29.61 |
Consumer Defensive | 6.14 | 5.45 |
Communication Services | 7.91 | 1.53 |
Healthcare | 2.67 | 7.5 |
Industrials | 12.25 | 16.67 |
Utilities | 6.07 | 1.47 |
Real Estate | - | 1.74 |
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