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) ₹14531 Cr ₹3554 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 NIFTY500 MULTICAP 50:25:25 TRI
Turn Over 65.88% 0.0%
Expense Ratio 1.65 1.92
Manager Harsha Upadhyaya Venugopal Manghat
ISIN Code INF174KA1HS9 INF336L01QQ8
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth HSBC Multi Cap Fund - Regular - Growth
1 Month 1.71% 2.92%
6 Month 21.71% 20.68%
1 Year 55.25% 57.24%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth HSBC Multi Cap Fund - Regular - Growth
6 Month - -
1 Year 23.65% 22.86%
3 Year 58.09% 36.07%
5 Year 58.09% 36.07%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth HSBC Multi Cap Fund - Regular - Growth
1 Year 29.14% 56.49%
3 Year 24.14% -
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 1.26 4.82
Large Cap 38.91 37.62
Small Cap 31.3 32.57
Mid Cap 26.53 24.99

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

HSBC Multi Cap Fund - Regular - Growth

Others 1.26 2.43
IT - Software 11.37 -
Pharmaceuticals & Biotechnology 2.03 -
Banks 9.52 -
Diversified FMCG 2.95 -
Printing & Publication 0.84 -
Healthcare Services 2.24 -
Cement & Cement Products 1.54 -
Petroleum Products 3.22 -
Insurance 2.08 -
Industrial Manufacturing 2.69 -
Finance 5.27 -
Industrial Products 0.68 -
Gas 4.84 -
Automobiles 9.75 -
Entertainment 4.12 -
Construction 5.3 10.63
Aerospace & Defense 0.8 -
Auto Components 2.92 -
Consumer Durables 3.67 -
Leisure Services 2.95 -
Retailing 6.8 -
Telecom - Services 1.34 -
Power 4.5 -
Beverages 3.28 -
Capital Markets 1.12 -
Food Products 0.92 -
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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