HSBC Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3349 Cr | ₹1628 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Jul 2019 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 21.79% | 95% |
Expense Ratio | 1.9 | 2.09 |
Manager | Arjun Khanna | Cheenu Gupta |
ISIN Code | INF174KA1EK3 | INF336L01PE6 |
Exits Load | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Focused Fund - Regular Plan - 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 Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 6.84% | 4.83% |
6 Month | 3.06% | -1.87% |
1 Year | 9.9% | 6.54% |
3 Year | 18.65% | 19.5% |
5 Year | 23.66% | - |
SIP Return Analysis
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 6.28% | 3.25% |
1 Year | 4.72% | -0.35% |
3 Year | 16.4% | 15.77% |
5 Year | 16.29% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 18.28% | 21.56% |
3 Year | 17.37% | 18.11% |
5 Year | 18.3% | - |
Risk Management
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.295% | 16.134% |
Sharp | 0.368% | 0.335% |
Beta | 0.898% | 1.037% |
Alpha | -1.119% | -1.531% |
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Fund Managers
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Arjun Khanna | Cheenu Gupta |
Total AUM | ₹169639 Cr | ₹0 Cr |
Funds Managed | 24 | 9 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.22 | 11.94 |
Large Cap | 75.43 | 32.27 |
Mid Cap | 12.09 | 20.59 |
Small Cap | 8.26 | 35.21 |
Sector Allocation
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 1.27 | 9.93 |
Energy | 3.85 | 3.23 |
Technology | 13.03 | 12.64 |
Industrials | 19.62 | 16.16 |
Financial Services | 24.56 | 26.78 |
Healthcare | 7.2 | 13.33 |
Consumer Cyclical | 13.45 | 9.48 |
Consumer Defensive | 2.32 | 3.03 |
Utilities | 6.27 | - |
Communication Services | 5.24 | - |
Basic Materials | 3.19 | 5.42 |
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