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 Risk	Very High Risk
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	-2.76%	-6.09%
6 Month	-9.52%	-11.78%
1 Year	6.96%	5.15%
3 Year	13.18%	13.85%
5 Year	14.16%	15.95%

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	-	-
1 Year	-7.99%	-10.86%
3 Year	13.12%	15.63%
5 Year	15.52%	17.74%

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%	14.343%
Sharp	0.54%	0.603%
Beta	0.92%	0.978%
Alpha	-0.04%	0.75%

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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
Fund Manage	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	1.49	1.13
Large Cap	73.11	50.96
Small Cap	5.88	23.15
Mid Cap	19.68	24.76

Scheme Name	Kotak Flexicap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	1.49	1.13
Telecom - Services	2.74	2.59
Petroleum Products	4.65	2.7
IT - Software	8.68	11.24
Pharmaceuticals & Biotechnology	3.59	4.8
Construction	5.35	3.29
Diversified FMCG	1.78	2.33
Non - Ferrous Metals	1.02	-
Banks	22.27	13.75
Cement & Cement Products	6.13	2.09
Chemicals & Petrochemicals	5.64	1.28
Automobiles	4	2.88
Personal Products	0.63	0.51
Transport Services	3.16	-
Capital Markets	1.49	3.69
Gas	3.09	1.11
Electrical Equipment	2.21	4.97
Fertilizers & Agrochemicals	0.77	1.3
Insurance	0.68	0.72
Industrial Products	0.81	2.4
Aerospace & Defense	6	2.64
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	4.86	2.66
Beverages	0.79	2.36
Finance	0.37	5.51
Ferrous Metals	3.46	1.81
Power	1.27	2.35
Retailing	2.47	4.66
Realty	-	2.26
Consumer Durables	-	3.3
Oil	-	0.8
Healthcare Services	-	1.36
Financial Technology (Fintech)	-	1.43
Industrial Manufacturing	-	2.79
Textiles & Apparels	-	0.97
Leisure Services	-	1.04
Transport Infrastructure	-	0.81
Paper, Forest & Jute Products	-	0.47