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HSBC Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9651 Cr | ₹786 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 75% |
| Expense Ratio | 1.76 | 1.51 |
| Manager | Abhishek Bisen | Mahesh A Chhabria |
| ISIN Code | INF174K01C78 | INF917K01AA5 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.99% | -2.14% |
| 6 Month | 2.29% | 2.05% |
| 1 Year | 7.72% | 6.5% |
| 3 Year | 10.92% | 13.07% |
| 5 Year | 10.04% | 11.17% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.77% | -2.16% |
| 1 Year | 4.47% | 3.8% |
| 3 Year | 8.43% | 9.07% |
| 5 Year | 9.59% | 10.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.28% | 7.75% |
| 3 Year | 9.15% | 9.8% |
| 5 Year | 8.88% | 8.56% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.82% | 4.64% |
| Sharp | 1.11% | 1.01% |
| Beta | 1.06% | 0.86% |
| Alpha | 1.27% | 3.87% |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Mahesh A Chhabria |
| Total AUM | ₹0 Cr | ₹15021 Cr |
| Funds Managed | 33 | 9 |
| Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 31.53 | 38.57 |
| Large Cap | 47.8 | 42.83 |
| Mid Cap | 13.05 | 12.16 |
| Small Cap | 7.62 | 6.45 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 27.72 | 27.74 |
| Communication Services | 12.39 | 4.95 |
| Energy | 2.54 | 1.68 |
| Technology | 8.44 | 4.66 |
| Consumer Cyclical | 11.17 | 11.37 |
| Healthcare | 0.83 | 4.39 |
| Industrials | 4.18 | 12.13 |
| Basic Materials | 5.03 | 1.53 |
| Financial Services | 18.79 | 27.35 |
| Real Estate | 0.96 | - |
| Utilities | 3.46 | 1.16 |
| Consumer Defensive | 4.49 | 3.05 |
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