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HSBC Business Cycles Fund vs Kotak Pioneer Fund compare

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tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
Fund Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3053 Cr ₹1092 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 31 Oct 2019 20 Aug 2014
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI,MSCI ACWI Information Technology TRI NIFTY 500 TRI
Turn Over 9.69% 28%
Expense Ratio 1.88 2.28
Manager Arjun Khanna Venugopal Manghat
ISIN Code INF174KA1EW8 INF917K01RF8
Exits Load Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Business Cycles 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 Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month 2.53% 1.21%
6 Month 24.08% 20.03%
1 Year 5.14% -2.47%
3 Year 21.67% 19.26%
5 Year 23.11% 24.01%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month 8.69% 2.43%
1 Year 22.39% 9.22%
3 Year 23.49% 19.75%
5 Year 20.34% 20.23%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 25.1% 11.61%
3 Year 19.85% 13.53%
5 Year 25.17% 10.79%

Risk Management

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 13.39% 16.79%
Sharp 1.01% 0.75%
Beta - 1.11%
Alpha - 3.61%

Fund Managers

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
Name Arjun Khanna Venugopal Manghat
Total AUM ₹169639 Cr ₹41442 Cr
Funds Managed 24 7
Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 21.42 6.3
Large Cap 34.75 44.3
Mid Cap 26.11 9.36
Small Cap 17.72 40.04

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 18.07 6.3
Energy 2.94 5.58
Consumer Cyclical 23 21
Financial Services 9.05 28.61
Healthcare 14.77 -
Basic Materials 3.67 10.87
Technology 2.65 1.13
Consumer Defensive 4.67 -
Industrials 15 25.75
Communication Services 5.17 -
Real Estate 1.02 0.76

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