Kotak vs HSBC Small Cap Fund compare
Kotak Small Cap Fund - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17593 Cr | ₹16920 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 24 Feb 2005 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap Index |
| Turn Over | 6.71% | 15% |
| Expense Ratio | 1.64 | 1.68 |
| Manager | Arjun Khanna | Venugopal Manghat |
| ISIN Code | INF174K01211 | INF917K01QC7 |
| Exits Load | Kotak Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -6.76% | -9.3% |
| 6 Month | -3.86% | -3.09% |
| 1 Year | 15.66% | 14.99% |
| 3 Year | 14.86% | 19.18% |
| 5 Year | 26.8% | 27.35% |
| Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.54% | 7.22% |
| 3 Year | 21.1% | 26.19% |
| 5 Year | 26.71% | 31.44% |
| Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.8% | 18.47% |
| 3 Year | 15.33% | 22.98% |
| 5 Year | 17.22% | 14.99% |
| Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13% | 14.69% |
| Sharp | 0.77% | 1.4% |
| Beta | 0.7% | 0.8% |
| Alpha | 0.54% | 7.09% |
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| Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Arjun Khanna | Venugopal Manghat |
| Total AUM | ₹169639 Cr | ₹41442 Cr |
| Fund Manage | 24 | 7 |
| Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
Kotak Small Cap Fund - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.29 | 2 |
| Small Cap | 74.37 | 74.77 |
| Mid Cap | 17.69 | 21.26 |
| Large Cap | 5.77 | 1.97 |
| Scheme Name |
Kotak Small Cap Fund - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.29 | 2 |
| Transport Services | 4.15 | - |
| Pharmaceuticals & Biotechnology | 5.91 | 6.94 |
| Realty | 3.51 | 5.3 |
| Healthcare Services | 7.25 | 0.18 |
| Banks | 0.93 | 3.25 |
| Industrial Products | 10.32 | 16.52 |
| Retailing | 5.47 | 2.29 |
| Consumer Durables | 15.84 | 6.72 |
| Chemicals & Petrochemicals | 4.04 | 1.92 |
| Agricultural Food & other Products | 1.51 | 1.74 |
| IT - Services | 3.31 | - |
| Entertainment | 0.86 | - |
| Electrical Equipment | 2.4 | 4.25 |
| Construction | 6.49 | 7.87 |
| Finance | 1.5 | 4.37 |
| Agricultural, Commercial & Construction Vehicles | 2.64 | - |
| IT - Software | 1.01 | 3.76 |
| Textiles & Apparels | 2.4 | 4.75 |
| Auto Components | 9.74 | 5.4 |
| Telecom - Services | 1.68 | - |
| Food Products | 0.4 | - |
| Fertilizers & Agrochemicals | 1.86 | 2.62 |
| Capital Markets | 1.17 | 8.11 |
| Insurance | 1.09 | - |
| Cement & Cement Products | 1.24 | - |
| Commercial Services & Supplies | 1.11 | 1.67 |
| Paper, Forest & Jute Products | - | 2.66 |
| Gas | - | 1.68 |
| Leisure Services | - | 1.68 |
| Industrial Manufacturing | - | 2.67 |
| Other Consumer Services | - | 0.24 |
| Household Products | - | 0.53 |
| Beverages | - | 0.88 |
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