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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) | ₹3659 Cr | ₹1686 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 | 1.48% | 0.54% |
| 6 Month | 14.51% | 15.24% |
| 1 Year | 2.76% | 2.31% |
| 3 Year | 15.81% | 16.76% |
| 5 Year | 19.82% | 20.18% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.88% | 5.8% |
| 1 Year | 10.37% | 6.17% |
| 3 Year | 15.53% | 15.2% |
| 5 Year | 15.31% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.9% | 17.78% |
| 3 Year | 17.25% | 18.03% |
| 5 Year | 19.96% | 20.39% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.25% | 14.43% |
| Sharp | 0.76% | 0.73% |
| Beta | 0.89% | 0.98% |
| Alpha | 0.37% | 0.75% |
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 | 4.66 | 13.32 |
| Large Cap | 74.77 | 41.24 |
| Mid Cap | 18.2 | 26.67 |
| Small Cap | 2.37 | 18.77 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 1.12 | 4.82 |
| Energy | 3.64 | 2.86 |
| Technology | 9.59 | 7.55 |
| Industrials | 20.28 | 14.91 |
| Financial Services | 27.19 | 39.67 |
| Healthcare | 7.08 | 9.44 |
| Consumer Defensive | 2.39 | 2.99 |
| Utilities | 5.57 | - |
| Consumer Cyclical | 14.39 | 13.4 |
| Communication Services | 5.65 | - |
| Basic Materials | 3.11 | 4.37 |
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