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Kotak Multicap Fund vs HSBC Multi Cap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15726 Cr | ₹4254 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2021 | 30 Jan 2023 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 65.88% | 0.0% |
| Expense Ratio | 1.65 | 1.86 |
| Manager | Harsha Upadhyaya | Venugopal Manghat |
| ISIN Code | INF174KA1HS9 | INF336L01QQ8 |
| Exits Load | Kotak Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Multi Cap Fund - Regular Plan - 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 Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | 4.41% | 3.99% |
| 6 Month | -6.94% | -8% |
| 1 Year | 8.89% | 8.69% |
| 3 Year | 22.2% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -1.73% | -2.46% |
| 1 Year | -7.86% | -9.41% |
| 3 Year | 20.97% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 29.52% | 54.37% |
| 3 Year | 23.98% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.243% | - |
| Sharp | 0.994% | - |
| Beta | 1.05% | - |
| Alpha | 6.664% | - |
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Fund Managers
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Venugopal Manghat |
| Total AUM | ₹139411 Cr | ₹41442 Cr |
| Funds Managed | 11 | 7 |
| Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 1.63 | 3.41 |
| Large Cap | 42.38 | 40.83 |
| Small Cap | 30.26 | 26.46 |
| Mid Cap | 25.73 | 29.31 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 1.57 | 3.76 |
| Technology | 11.69 | 15.87 |
| Consumer Cyclical | 21.99 | 15.42 |
| Financial Services | 21.24 | 23.2 |
| Consumer Defensive | 8 | 5.47 |
| Communication Services | 7.55 | 1.13 |
| Basic Materials | 4.36 | 5.68 |
| Energy | 2.78 | 3.82 |
| Healthcare | 2.58 | 5.82 |
| Industrials | 11.53 | 16.24 |
| Utilities | 6.72 | 1.63 |
| Real Estate | - | 1.94 |
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