Kotak vs HSBC Small Cap Fund compare
Kotak Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹16450 Cr | ₹15453 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 TRI |
Turn Over | 6.71% | 15% |
Expense Ratio | 1.65 | 1.67 |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 8.52% | 8.47% |
6 Month | -18.64% | -19.48% |
1 Year | 8.69% | 4.35% |
3 Year | 13.09% | 17.13% |
5 Year | 35.05% | 36.84% |
SIP Return Analysis
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -11.23% | -13.84% |
1 Year | -18.42% | -23.33% |
3 Year | 12.82% | 14.38% |
5 Year | 20.23% | 23.45% |
Rolling Lumpsum Returns
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.09% | 19.2% |
3 Year | 15.43% | 23.02% |
5 Year | 17.38% | 15.83% |
Risk Management
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.741% | 18.203% |
Sharp | 0.383% | 0.572% |
Beta | 0.8% | 0.882% |
Alpha | -3.619% | -0.639% |
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Fund Managers
Scheme Name | Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Arjun Khanna | Venugopal Manghat |
Total AUM | ₹169639 Cr | ₹41442 Cr |
Funds Managed | 24 | 7 |
Kotak Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Kotak Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.06 | 3.74 |
Large Cap | 3.87 | 2.59 |
Small Cap | 73.8 | 72.68 |
Mid Cap | 18.27 | 21 |
Sector Allocation
Scheme Name |
Kotak Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 3.24 | 6.47 |
Consumer Cyclical | 21.06 | 16.29 |
Industrials | 31.48 | 27.7 |
Healthcare | 17.37 | 4.47 |
Real Estate | 4.45 | 5.2 |
Financial Services | 3.58 | 14.59 |
Basic Materials | 13.84 | 10.53 |
Consumer Defensive | 2.57 | 3.38 |
Communication Services | 2.12 | - |
Technology | 0.29 | 9.98 |
Energy | - | 1.4 |
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