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)	₹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

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	HSBC Multi Cap Fund - Regular - Growth
1 Month	-5.28%	-7.58%
6 Month	-3.88%	-4.66%
1 Year	15.85%	15.65%
3 Year	22.51%	-
5 Year	-	-

Scheme Name	Kotak Multicap Fund-Regular Plan-Growth	HSBC Multi Cap Fund - Regular - Growth
6 Month	-	-
1 Year	4.56%	4.58%
3 Year	26.93%	-
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	2.36	4.82
Large Cap	41.68	37.62
Small Cap	28.67	32.57
Mid Cap	26.96	24.99

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