HSBC Business Cycles Fund vs Kotak Pioneer Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹3023 Cr | ₹1124 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 | 1.95% | -2.92% |
6 Month | 18.44% | 16.57% |
1 Year | 7.42% | 0.18% |
3 Year | 22.27% | 22.11% |
5 Year | 23.62% | 24.96% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 9.33% | 2.67% |
1 Year | 19.74% | 6.31% |
3 Year | 24.18% | 20.78% |
5 Year | 21% | 21.26% |
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 | 13.42% | 16.64% |
Sharp | 1.11% | 0.94% |
Beta | - | 1.10% |
Alpha | - | 4.32% |
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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