HSBC Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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HSBC Flexi 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 Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Fund	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹4680 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	24 Feb 2004
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	27%
Expense Ratio	1.48	1.93
Manager	Harsha Upadhyaya	Venugopal Manghat
ISIN Code	INF174K01336	INF336L01AF5
Exits Load	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Month	3.56%	3.68%
6 Month	-2.77%	-7.55%
1 Year	10.16%	10.86%
3 Year	14.79%	15.72%
5 Year	22.92%	24.93%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	1.43%	-2.22%
1 Year	-2.08%	-7.43%
3 Year	15.41%	17.44%
5 Year	16.01%	17.76%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Year	12.91%	15.75%
3 Year	15.14%	12.91%
5 Year	15.31%	13.75%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	12.26%	15.323%
Sharp	0.5%	0.455%
Beta	0.93%	1.003%
Alpha	0.59%	0.255%

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Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Venugopal Manghat
Total AUM	₹139411 Cr	₹41442 Cr
Funds Managed	11	7
	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.55	3.71
Large Cap	69.56	51.36
Small Cap	4.4	22.72
Mid Cap	23.49	22.21

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.55	2.43
Telecom - Services	2.97	-
Petroleum Products	4.38	-
IT - Software	9.57	-
Retailing	2.8	-
Pharmaceuticals and Biotechnology	2.03	-
Construction	4.77	-
Diversified FMCG	1.25	-
Non - Ferrous Metals	0.84	-
Banks	22.97	-
Pharmaceuticals & Biotechnology	1.49	-
Cement & Cement Products	0.8	-
Chemicals and Petrochemicals	6.41	-
Personal Products	0.55	-
Transport Services	3.46	-
Capital Markets	1.62	-
Gas	2.91	-
Electrical Equipment	1.61	-
Automobiles	3.56	-
Fertilizers & Agrochemicals	0.77	-
Insurance	0.59	-
Industrial Products	0.74	-
Aerospace and Defense	0.33	-
Agricultural, Commercial & Construction Vehicles	0.51	-
Aerospace & Defense	5.26	-
Cement and Cement Products	5.34	-
Auto Components	3.78	-
Beverages	0.89	-
Finance	0.26	-
Ferrous Metals	3.58	-
Power	1.41	-
Energy	-	4.88
Industrials	-	14.36
Technology	-	13.99
Consumer Cyclical	-	12.05
Consumer Defensive	-	4.92
Financial Services	-	25.6
Healthcare	-	6.32
Basic Materials	-	8.29
Real Estate	-	2.05
Utilities	-	2.24
Communication Services	-	2.85