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	6.59%	6.82%
6 Month	-10.22%	-14.37%
1 Year	5.55%	5%
3 Year	13.3%	13.68%
5 Year	23.94%	26%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	-2.11%	-7.63%
1 Year	-5.77%	-11.5%
3 Year	14.87%	16.69%
5 Year	16%	17.66%

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	0.49%	0.455%
Beta	0.91%	1.003%
Alpha	0.38%	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	2.34	3.71
Large Cap	69.17	51.36
Small Cap	5.12	22.72
Mid Cap	23.37	22.21

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.02	2.43
Communication Services	2.84	2.85
Energy	6.04	4.88
Technology	9.93	13.99
Consumer Cyclical	10.48	12.05
Healthcare	3.47	6.32
Industrials	21.55	14.36
Consumer Defensive	2.78	4.92
Basic Materials	13.78	8.29
Financial Services	24.22	25.6
Utilities	2.87	2.24
Real Estate	-	2.05