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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 | 2.93% | 3.58% |
| 6 Month | 17.65% | 18.41% |
| 1 Year | -7.85% | -8.57% |
| 3 Year | 15.23% | 18.55% |
| 5 Year | 27.79% | 30.55% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.93% | 3.74% |
| 1 Year | 6.55% | 5.14% |
| 3 Year | 14.93% | 15.77% |
| 5 Year | 17.4% | 20.76% |
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 | 16.59% | 18.19% |
| Sharp | 0.55% | 0.68% |
| Beta | 0.82% | 0.91% |
| Alpha | -3.69% | -1.90% |
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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