- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3767 Cr | ₹75 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Feb 2021 | 24 Feb 2014 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 1% | 28% |
| Expense Ratio | 0.61 | 2.03 |
| Manager | Abhishek Bisen | Sonal Gupta |
| ISIN Code | INF174KA1FR5 | INF336L01HC7 |
| Exits Load | Data not available./365 | HSBC Asia Pacific (Ex Japan) Dividend Yield 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 US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| 1 Month | 1.33% | 2.87% |
| 6 Month | 18.57% | 20.39% |
| 1 Year | 26.37% | 36.04% |
| 3 Year | 36.61% | 19.41% |
| 5 Year | - | 10.39% |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| 6 Month | 6.44% | 6.99% |
| 1 Year | 38.61% | 41.91% |
| 3 Year | 30.43% | 24.73% |
| 5 Year | - | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| 1 Year | 21.62% | 9.58% |
| 3 Year | 15.64% | 8.41% |
| 5 Year | - | 7.81% |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Standard Deviation | 17.08% | 11.70% |
| Sharp | 1.42% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Name | Abhishek Bisen | Sonal Gupta |
| Total AUM | ₹0 Cr | ₹48923 Cr |
| Funds Managed | 33 | 15 |
| Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.08%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.45%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.86%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns15.68%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.67%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.12%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.48%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.16%
