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Kotak US Specific Equity Passive FOF - Regular Plan - Growth
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3717 Cr | ₹53 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 02 Feb 2021 | 17 Mar 2021 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 1% | 70% |
| Expense Ratio | 0.61 | 2.09 |
| Manager | Abhishek Bisen | Kapil Punjabi |
| ISIN Code | INF174KA1FR5 | INF336L01PY4 |
| Exits Load | Data not available./365 | HSBC Global Equity Climate Change Fund of 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 US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| 1 Month | 4.87% | -0.38% |
| 6 Month | 39.45% | 16.27% |
| 1 Year | 32.62% | 11.74% |
| 3 Year | 34.19% | 11.35% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| 6 Month | 9.86% | 4.32% |
| 1 Year | 36.4% | 18.95% |
| 3 Year | 30.73% | 11.19% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| 1 Year | 21.62% | 4.65% |
| 3 Year | 15.64% | 0.64% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.93% | 14.27% |
| Sharp | 1.40% | 0.50% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| Name | Abhishek Bisen | Kapil Punjabi |
| Total AUM | ₹0 Cr | ₹23996 Cr |
| Funds Managed | 33 | 9 |
| Kotak US Specific Equity Passive FOF - Regular Plan - Growth | HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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