Kotak MultiCap vs HSBC Multi Cap
Data updated · direct-growth plans · not investment advice
Kotak MultiCap currently edges it with a Smart Score of 72/100 vs 71/100. Kotak MultiCap has the weaker risk-adjusted profile (Sortino 1.03 vs 1.10), 3-year returns of 18.7% vs 19.6%, and an expense ratio of 0.61% vs 0.82%. Scores are relative to all Multi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 9.7%BEST | 8.3% | ||
3Y return | 18.7% | 19.6%BEST | ||
5Y return | — | — | ||
Since launch | 17.3% | 23.1%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +6.4%BEST | +5.1% | ||
3Y vs index | +6.7% | +7.6%BEST | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.91 | 0.92BEST | ||
Sortino ratio | 1.03 | 1.10BEST | ||
Std deviation | 17.90 | 17.65BEST | ||
Alpha | 4.29 | 4.52BEST | ||
Beta | 1.03 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 0.61%BEST | 0.82% | ||
Fund size | ₹28.1k CrBEST | ₹5.9k Cr | ||
Portfolio P/E | 17.69BEST | 31.36 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Abhishek Bisen, Devender Singhal | Venugopal Manghat, Mahesh A Chhabria | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 29 Sept 2021 | 30 Jan 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Kotak MultiCap better than HSBC Multi Cap?
Kotak MultiCap currently edges it with a Smart Score of 72/100 vs 71/100. Kotak MultiCap has the weaker risk-adjusted profile (Sortino 1.03 vs 1.10), 3-year returns of 18.7% vs 19.6%, and an expense ratio of 0.61% vs 0.82%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — Kotak MultiCap or HSBC Multi Cap?
Kotak MultiCap has the lower expense ratio: 0.61% vs 0.82% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), HSBC Multi Cap leads with 1.10 vs 1.03. Sharpe ratios: Kotak MultiCap 0.91, HSBC Multi Cap 0.92.