Kotak vs HSBC Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹17903 Cr | ₹16536 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 24 Feb 2005 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 6.71% | 15% |
Expense Ratio | 1.65 | 1.67 |
Manager | Arjun Khanna | Venugopal Manghat |
ISIN Code | INF174K01211 | INF917K01QC7 |
Exits Load | Kotak Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Small Cap Fund - 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 Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | -2.8% | -4.97% |
6 Month | 14.71% | 13.46% |
1 Year | -3.74% | -5.77% |
3 Year | 16.72% | 20.76% |
5 Year | 28.4% | 30.7% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 3.59% | 2.22% |
1 Year | -1.09% | -4.98% |
3 Year | 13.79% | 14.01% |
5 Year | 17.29% | 20.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.31% | 16.64% |
3 Year | 15.43% | 22.95% |
5 Year | 17.63% | 16.64% |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.55% | 17.95% |
Sharp | 0.72% | 0.87% |
Beta | 0.82% | 0.90% |
Alpha | -3.65% | -1.55% |
Fund Managers
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Arjun Khanna | Venugopal Manghat |
Total AUM | ₹169639 Cr | ₹41442 Cr |
Funds Managed | 24 | 7 |
Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Kotak Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.53 | 3.42 |
Large Cap | 4.51 | 2.16 |
Small Cap | 75.45 | 72.11 |
Mid Cap | 15.5 | 22.31 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 2.02 | 3.42 |
Consumer Cyclical | 20.95 | 15.6 |
Industrials | 26.82 | 28.92 |
Healthcare | 22.81 | 7.18 |
Financial Services | 5.45 | 16.18 |
Real Estate | 4.19 | 3.79 |
Technology | 1.55 | 8.65 |
Basic Materials | 11.39 | 11.06 |
Consumer Defensive | 2.84 | 4.31 |
Communication Services | 1.99 | - |
Energy | - | 0.9 |
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