All comparisons
Head-to-head
HSBC Small Cap Equity Fund - Growth DirectvsKotak Small Cap Fund - Direct Plan - Growth
Side-by-side comparison of HSBC Small Cap Equity Fund - Growth Direct and Kotak Small Cap Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small cap
HSBC Small Cap Equity Fund - Growth Direct
3Y ago₹1.98 L
5Y ago₹1.44 L
small cap
Kotak Small Cap Fund - Direct Plan - Growth
3Y ago₹1.44 L
5Y ago₹1.93 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | HSBC Small Cap Equity Fund - Gr… | Kotak Small Cap Fund - Direct P… |
|---|---|---|
| Fund house | HSBC Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Equity Scheme - Small Cap Fund | Equity Scheme - Small Cap Fund |
| Latest NAV | ₹90.7368 | ₹329.737 |
| Assets managed (AUM) | — | — |
| 1Y return | -8.76% | 8.82% |
| 3Y CAGR | 25.60% | 12.98% |
| 5Y CAGR | 7.63% | 14.05% |
| Since inception CAGR | 15.95% | 19.03% |
| Bumpiness · 3Y (annualised σ) | 21.92 | 15.44 |
| Worst drop ever | -56.01% | -40.61% |
| Sharpe · 3Y (rf=6%) | 0.78 | 0.42 |
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