Kotak Multicap Fund vs HSBC Multi Cap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
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 Risk | Very High Risk |
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 | -6.59% | -5.86% |
6 Month | -12.98% | -13.55% |
1 Year | 3.39% | 3.13% |
3 Year | 21.37% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -12.81% | -13.56% |
3 Year | 19.7% | - |
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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.77%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns18.36%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns6.14%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.5%
DSP Focus Fund - Regular Plan - Growth
3Y Returns14.7%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns6.66%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.5%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.3%