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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) | ₹3636 Cr | ₹1647 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 | 3.2% | 1.39% |
| 6 Month | 16.42% | 13.09% |
| 1 Year | 3.97% | -2.21% |
| 3 Year | 17.96% | 17.96% |
| 5 Year | 20.12% | 19.92% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.82% | 3.36% |
| 1 Year | 21.89% | 13.16% |
| 3 Year | 17.45% | 15.33% |
| 5 Year | 16.07% | 15.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.05% | 16.69% |
| 3 Year | 17.12% | 17.82% |
| 5 Year | 19.9% | 19.88% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.08% | 14.35% |
| Sharp | 0.76% | 0.71% |
| Beta | 0.90% | 1.00% |
| Alpha | 0.77% | 0.83% |
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 | 6.17 | 13.86 |
| Large Cap | 72.7 | 42.56 |
| Mid Cap | 19.03 | 25.55 |
| Small Cap | 2.1 | 18.03 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 2.9 | 5.44 |
| Energy | 3.58 | 2.84 |
| Technology | 9.84 | 8.02 |
| Industrials | 20.23 | 14.56 |
| Financial Services | 25.92 | 38.31 |
| Healthcare | 5.28 | 9.24 |
| Consumer Defensive | 2.37 | 3.23 |
| Utilities | 5.08 | - |
| Consumer Cyclical | 15.97 | 14.77 |
| Communication Services | 5.6 | - |
| Basic Materials | 3.23 | 3.6 |
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