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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) | ₹17508 Cr | ₹15886 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 | -1.55% | -1.24% |
| 6 Month | 12.34% | 14.28% |
| 1 Year | -9.94% | -10.19% |
| 3 Year | 16.25% | 19.76% |
| 5 Year | 26.51% | 29.78% |
SIP Return Analysis
| Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.46% | 0.16% |
| 1 Year | 4.55% | 4.15% |
| 3 Year | 12.81% | 13.68% |
| 5 Year | 15.76% | 19.14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.09% | 15.99% |
| 3 Year | 15.52% | 22.74% |
| 5 Year | 17.69% | 16.77% |
Risk Management
| Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.59% | 18.17% |
| Sharp | 0.55% | 0.69% |
| Beta | 0.82% | 0.91% |
| Alpha | -4.22% | -2.37% |
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 | 3.38 | 4.28 |
| Large Cap | 4.92 | 1.66 |
| Small Cap | 76.29 | 73.48 |
| Mid Cap | 15.41 | 20.58 |
Sector Allocation
| Scheme Name |
Kotak Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 0.69 | 3.61 |
| Consumer Cyclical | 21.01 | 15.03 |
| Industrials | 27.22 | 27.9 |
| Healthcare | 24 | 7.67 |
| Financial Services | 5.46 | 15.38 |
| Real Estate | 3.95 | 3.65 |
| Technology | 1.53 | 10.03 |
| Basic Materials | 11.16 | 10.87 |
| Consumer Defensive | 2.94 | 5.1 |
| Communication Services | 2.04 | - |
| Energy | - | 0.77 |
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