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) | ₹3315 Cr | ₹1152 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 | -1.71% | -2.6% |
| 6 Month | 3.87% | -2.32% |
| 1 Year | 2.67% | -6.05% |
| 3 Year | 22.01% | 19.18% |
| 5 Year | 18.56% | 19.89% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.15% | -4.02% |
| 1 Year | 9.53% | 0.73% |
| 3 Year | 17.11% | 13.62% |
| 5 Year | 17.09% | 16.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.67% | 10.78% |
| 3 Year | 20.21% | 14.43% |
| 5 Year | 23.92% | 11.11% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.04% | 16.69% |
| Sharp | 1.12% | 0.77% |
| Beta | - | 1.12% |
| Alpha | - | 2.91% |
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 | 26.39 | 8.46 |
| Large Cap | 31.62 | 43.04 |
| Mid Cap | 25.06 | 7.97 |
| Small Cap | 16.92 | 40.53 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 20.4 | 5.85 |
| Energy | 3.03 | 5.47 |
| Consumer Cyclical | 22.39 | 18.14 |
| Financial Services | 10.56 | 30.03 |
| Healthcare | 14.67 | 0.49 |
| Basic Materials | 3.07 | 8.2 |
| Technology | 3.16 | 1.76 |
| Consumer Defensive | 3.93 | - |
| Industrials | 12.72 | 27.63 |
| Communication Services | 5.03 | - |
| Real Estate | 1.04 | 2.44 |
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