Kotak Multicap Fund vs HSBC Multi Cap Fund compare

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

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	HSBC Multi Cap Fund - Regular - Growth
1 Month	-6.06%	-5.95%
6 Month	6.66%	5.99%
1 Year	35.76%	32.85%
3 Year	22.1%	-
5 Year	-	-

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	HSBC Multi Cap Fund - Regular - Growth
6 Month	-	-
1 Year	24.32%	22.27%
3 Year	32.23%	-
5 Year	-	-

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	-	-

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

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

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	HSBC Multi Cap Fund - Regular - Growth
Others	2.79	4.82
Large Cap	40.78	37.62
Small Cap	29.47	32.57
Mid Cap	27.13	24.99

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	HSBC Multi Cap Fund - Regular - Growth
Others	2.79	2.43
IT - Software	12.82	-
Banks	10.79	-
Diversified FMCG	2.96	-
Printing & Publication	0.74	-
Healthcare Services	2.35	-
Cement & Cement Products	1.49	-
Petroleum Products	3.34	-
Pharmaceuticals & Biotechnology	1.83	-
Insurance	1.85	-
Industrial Manufacturing	2.31	-
Finance	5.64	-
Industrial Products	0.17	-
Gas	3.72	-
Telecom - Services	2.61	-
Automobiles	10.15	-
Entertainment	3.85	-
Construction	5.13	10.63
Aerospace & Defense	0.76	-
Auto Components	2.7	-
Consumer Durables	3.59	-
Leisure Services	2.93	-
Retailing	6.08	-
Power	4.45	-
Beverages	3.28	-
Capital Markets	1.12	-
Food Products	0.72	-
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