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) | ₹2807 Cr | ₹1078 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 | 5% | 5.39% |
6 Month | 3.64% | 2.86% |
1 Year | 8.1% | 8.05% |
3 Year | 24.79% | 29.14% |
5 Year | 26.28% | 28.01% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 12% | 15.6% |
1 Year | 15.35% | 18.24% |
3 Year | 23.92% | 26.21% |
5 Year | 21.01% | 24.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 27.07% | 11.98% |
3 Year | 19.68% | 13.2% |
5 Year | 24.13% | 10.61% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.37% | 17.87% |
Sharp | 0.99% | 0.98% |
Beta | - | 1.11% |
Alpha | - | 4.57% |
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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 | 19.52 | 3.21 |
Large Cap | 37.14 | 41.17 |
Small Cap | 15.82 | 44.38 |
Mid Cap | 27.53 | 11.24 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 19.52 | 4.33 |
Energy | 3.04 | 6.42 |
Consumer Cyclical | 23.59 | 16.85 |
Financial Services | 9.33 | 29.12 |
Healthcare | 10.4 | - |
Technology | 4.28 | 1.43 |
Consumer Defensive | 4.22 | - |
Industrials | 16.71 | 28.03 |
Communication Services | 5.19 | - |
Basic Materials | 2.78 | 12.59 |
Real Estate | 0.94 | 1.22 |
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