- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare HSBC Multi Cap Fund vs Kotak Multicap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.87 | 1.65 |
NAV | ₹17.51 | ₹17.91 |
Fund Started | 10 Jan 2023 | 08 Sep 2021 |
Fund Size | ₹4276.29 Cr | ₹15870.96 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.87
1.65
NAV
₹17.51
₹17.91
Fund Started
10 Jan 2023
08 Sep 2021
Fund Size
₹4276.29 Cr
₹15870.96 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Returns
1 Year | 7.27% | 8.02% |
3 Year | - | 22.67% |
5 Year | - | - |
1 Year
7.27%
8.02%
3 Year
-
22.67%
5 Year
-
-
Holding Analysis
Equity | 98.44% | 98.45% |
Cash | 1.56% | 1.55% |
Equity
98.44%
98.45%
Cash
1.56%
1.55%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.27% |
Bajaj Finance Ltd. | 3.00% |
ICICI Bank Ltd. | 2.91% |
Reliance Industries Ltd. | 2.30% |
NTPC Ltd. | 2.07% |
Larsen & Toubro Ltd. | 1.99% |
Kotak Mahindra Bank Ltd. | 1.98% |
The Federal Bank Ltd. | 1.94% |
Jubilant FoodWorks Ltd. | 1.86% |
Shriram Finance Ltd | 1.82% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 6.39% |
State Bank of India | 3.99% |
Hero Motocorp Ltd. | 3.70% |
Radico Khaitan Ltd. | 2.95% |
Hindustan Petroleum Corporation Ltd. | 2.77% |
Mphasis Ltd. | 2.68% |
NLC India Ltd. | 2.34% |
Jubilant FoodWorks Ltd. | 2.29% |
Poonawalla Fincorp Ltd. | 2.23% |
Hindustan Unilever Ltd. | 2.20% |
Fund Manager
Name | Sonal Gupta | Devender Singhal |
Start Date | 31 Dec 2023 | 25 Oct 2023 |
Name
Sonal Gupta
Devender Singhal
Start Date
31 Dec 2023
25 Oct 2023
About Fund
Description | The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization. | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. |
Launch Date | 10 Jan 2023 | 08 Sep 2021 |
Description
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization.
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
Launch Date
10 Jan 2023
08 Sep 2021