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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | HSBC Flexi Cap Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Kotak MF |
| Category | Equity - Flexi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹255.27 (03 Nov 2026) | ₹17.64 (03 Nov 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Abhishek Gupta | Dhananjay Tikariha |
| Inception | 01 Jan 2013 | 11 Dec 2023 |
| Returns | ||
| 1Y | 0.69% | 23.77% |
| 3Y | 15.36% | — |
| 5Y | 12.04% | — |
| Since Inception | 14.69% | 21.63% |
| Risk | ||
| 15.74 | 14.88 | |
| 1.08 | 0.99 | |
| 0.58 | 1.02 | |
| 4.93 | 3.82 | |
| 1.08 | 2.12 | |
| -11.70% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.30% | 1.03% |
| Exit Load | Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
HSBC MF100%
Kotak MF100%
0.0%Only 0.0% of holdings by weight are common between HSBC MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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