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Kotak Multicap Fund vs HSBC Multi Cap Fund compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon HSBC Multi 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 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 7.79% 7.41%
6 Month -14.97% -13.65%
1 Year 4.79% 6.25%
3 Year 21.21% -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth HSBC Multi Cap Fund - Regular - Growth
6 Month -7.76% -8%
1 Year -13.41% -13.9%
3 Year 19.8% -
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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