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) ₹14799 Cr ₹4165 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 1.87
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 3.17% 5.26%
6 Month 3.7% 4.59%
1 Year 28.88% 29.51%
3 Year 25.81% -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth HSBC Multi Cap Fund - Regular - Growth
6 Month - -
1 Year 18.7% 21.03%
3 Year 31.68% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth HSBC Multi Cap Fund - Regular - Growth
1 Year 29.57% 56.35%
3 Year 23.74% -
5 Year - -

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth HSBC Multi Cap Fund - Regular - Growth
Standard Deviation 15.75% -
Sharp - -
Beta - -
Alpha - -

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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
Fund Manage 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 2.36 4.82
Large Cap 41.68 37.62
Small Cap 28.67 32.57
Mid Cap 26.96 24.99

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

HSBC Multi Cap Fund - Regular - Growth

Others 2.36 2.43
IT - Software 13.66 -
Banks 11.42 -
Diversified FMCG 2.64 -
Printing & Publication 0.75 -
Healthcare Services 2.27 -
Cement & Cement Products 1.42 -
Petroleum Products 3.01 -
Pharmaceuticals & Biotechnology 1.9 -
Insurance 1.77 -
Industrial Manufacturing 2.66 -
Automobiles 10.2 -
Finance 6.16 -
Industrial Products 0.05 -
Gas 3.37 -
Telecom - Services 2.42 -
Entertainment 3.71 -
Construction 5.21 10.63
Aerospace & Defense 0.87 -
Auto Components 1.88 -
Consumer Durables 3.72 -
Leisure Services 2.65 -
Retailing 5.9 -
Power 4.28 -
Beverages 3.6 -
Capital Markets 1.16 -
Food Products 0.63 -
Energy - 7.24
Capital Goods - 12.64
Technology - 8.2
Healthcare - 6.69
Consumer Staples - 4.28
Financial - 18.87
Metals & Mining - 6.4
Automobile - 3.97
Services - 11.51
Chemicals - 1.81
Materials - 1.58
Communication - 0.75
Consumer Discretionary - 1.08
Textiles - 1.92

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