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HSBC Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3942 Cr | ₹1723 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 Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.28% | 0.63% |
| 6 Month | 6.09% | 3.07% |
| 1 Year | 12.66% | 1.91% |
| 3 Year | 17.3% | 17.45% |
| 5 Year | 17.25% | 15.97% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.43% | 3.12% |
| 1 Year | 21.19% | 15.81% |
| 3 Year | 16.61% | 14.25% |
| 5 Year | 15.61% | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.51% | 15.34% |
| 3 Year | 16.94% | 17.56% |
| 5 Year | 19.76% | 19.61% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.07% | 14.19% |
| Sharp | 0.76% | 0.64% |
| Beta | 0.90% | 0.99% |
| Alpha | 1.37% | 0.55% |
Fund Managers
| Scheme Name | Kotak Focused 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 Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 8.47 | 17.22 |
| Large Cap | 71.31 | 43.83 |
| Mid Cap | 18.85 | 24.67 |
| Small Cap | 1.38 | 14.28 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 3.29 | 6.89 |
| Energy | 3.81 | 2.82 |
| Technology | 9.54 | 8.75 |
| Industrials | 20.15 | 15.68 |
| Financial Services | 27.73 | 34.98 |
| Healthcare | 5.65 | 9.52 |
| Consumer Defensive | 2.02 | 4.9 |
| Consumer Cyclical | 16.36 | 14.26 |
| Communication Services | 5.75 | - |
| Basic Materials | 2.74 | 2.2 |
| Utilities | 2.96 | - |
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