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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) | ₹8782 Cr | ₹723 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 | 0.04% | -0.72% |
| 6 Month | 5.9% | 7.66% |
| 1 Year | 6.86% | 4.76% |
| 3 Year | 11.42% | 13.41% |
| 5 Year | 11.25% | 13.04% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.11% | 3.38% |
| 1 Year | 11.05% | 11.24% |
| 3 Year | 10.91% | 12.85% |
| 5 Year | 10.91% | 12.13% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.4% | 7.91% |
| 3 Year | 9.01% | 9.59% |
| 5 Year | 8.82% | 8.48% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.01% | 7.29% |
| Sharp | 0.94% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.29 | 38.94 |
| Large Cap | 49.73 | 36.57 |
| Mid Cap | 8.67 | 17.79 |
| Small Cap | 7.31 | 6.7 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.89 | 31.45 |
| Communication Services | 9.91 | 5.32 |
| Energy | 3.22 | 1.73 |
| Technology | 3.35 | 5.12 |
| Consumer Cyclical | 11.93 | 8.47 |
| Healthcare | 0.9 | 7.72 |
| Consumer Defensive | 3.63 | 2.93 |
| Industrials | 4.02 | 7.55 |
| Basic Materials | 5.69 | 2.8 |
| Financial Services | 20.03 | 25.49 |
| Utilities | 4.1 | 1.38 |
| Real Estate | 0.33 | 0.04 |
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