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) | ₹16713 Cr | ₹16396 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 | 1.65 | 1.7 |
Manager | Arjun Khanna | Venugopal Manghat |
ISIN Code | INF174K01211 | INF917K01QC7 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/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 Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
---|---|---|
1 Month | 1.45% | 1.86% |
6 Month | 27.06% | 22.79% |
1 Year | 42.45% | 46% |
3 Year | 22.85% | 30.37% |
5 Year | 33.78% | 32.48% |
Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 19.38% | 21.58% |
3 Year | 43.88% | 58.86% |
5 Year | 116.07% | 137.96% |
Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
---|---|---|
1 Year | 35.74% | 36.36% |
3 Year | 84.95% | 99.84% |
5 Year | 127.27% | 151.38% |
Scheme Name | Kotak Small Cap Fund - Growth | HSBC Small Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13% | 14.69% |
Sharp | 1.15% | 1.4% |
Beta | 0.66% | 0.8% |
Alpha | 3.15% | 7.09% |
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Get Free Experts GuidanceScheme 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 | 4.88 | 3.91 |
Small Cap | 70.42 | 72.94 |
Mid Cap | 17.92 | 20.12 |
Large Cap | 6.81 | 3.03 |
Scheme Name |
Kotak Small Cap Fund - Growth |
HSBC Small Cap Fund - Regular Growth |
---|---|---|
Others | 4.3 | 2.51 |
Construction | 7.18 | 12.47 |
IT - Services | 3.19 | - |
Consumer Durables | 16.02 | - |
Industrial Products | 10.59 | - |
Pharmaceuticals and Biotechnology | 5.57 | - |
Transport Services | 4.34 | - |
Chemicals and Petrochemicals | 4.18 | - |
Auto Components | 12.15 | - |
Healthcare Services | 4.49 | - |
Textiles and Apparels | 2.29 | - |
Agricultural, Commercial and Constr | 2.81 | - |
Retailing | 5.42 | - |
Realty | 1.48 | - |
IT - Software | 1.47 | - |
Capital Markets | 1.5 | - |
Telecom - Services | 1.36 | - |
Fertilizers and Agrochemicals | 1.99 | - |
Cement and Cement Products | 1.27 | - |
Commercial Services and Supplies | 1.19 | - |
Agricultural Food and other Product | 1.16 | - |
Insurance | 1.15 | - |
Ferrous Metals | 0.94 | - |
Banks | 0.88 | - |
Finance | 1.44 | - |
Entertainment | 0.83 | - |
Food Products | 0.45 | - |
Electrical Equipment | 0.39 | - |
Diversified | - | 3.4 |
Capital Goods | - | 17.67 |
Services | - | 10.12 |
Consumer Staples | - | 5.57 |
Technology | - | 5.93 |
Metals & Mining | - | 8.71 |
Textiles | - | 3.7 |
Financial | - | 7.98 |
Materials | - | 9.17 |
Automobile | - | 3.89 |
Healthcare | - | 5.3 |
Consumer Discretionary | - | 2.17 |
Chemicals | - | 1.41 |
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