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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) | ₹16450 Cr | ₹15453 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 | 0.27% | 1.18% |
| 6 Month | -13.51% | -14.22% |
| 1 Year | 1.74% | -3.31% |
| 3 Year | 13.11% | 17.64% |
| 5 Year | 32.13% | 34.26% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.55% | -4.76% |
| 1 Year | -14.94% | -17.7% |
| 3 Year | 13.23% | 15.15% |
| 5 Year | 19.49% | 22.97% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.09% | 19.2% |
| 3 Year | 15.43% | 23.02% |
| 5 Year | 17.38% | 15.83% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.741% | 18.203% |
| Sharp | 0.383% | 0.572% |
| Beta | 0.8% | 0.882% |
| Alpha | -3.619% | -0.639% |
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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 | 4.06 | 3.74 |
| Large Cap | 3.87 | 2.59 |
| Small Cap | 73.8 | 72.68 |
| Mid Cap | 18.27 | 21 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.24 | 6.47 |
| Consumer Cyclical | 21.06 | 16.29 |
| Industrials | 31.48 | 27.7 |
| Healthcare | 17.37 | 4.47 |
| Real Estate | 4.45 | 5.2 |
| Financial Services | 3.58 | 14.59 |
| Basic Materials | 13.84 | 10.53 |
| Consumer Defensive | 2.57 | 3.38 |
| Communication Services | 2.12 | - |
| Technology | 0.29 | 9.98 |
| Energy | - | 1.4 |
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