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Kotak Multicap Fund vs HSBC Multi Cap Fund compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon HSBC Multi Cap Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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