- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Gold | Gold |
| 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 | -0.76% | -3.9% |
| 6 Month | 31.08% | 10.33% |
| 1 Year | 22.82% | 6.34% |
| 3 Year | 34.55% | 10.72% |
| 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 | 9.61% | -0.45% |
| 1 Year | 41.08% | 11.38% |
| 3 Year | 31.51% | 8.8% |
| 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 | 17.00% | 13.95% |
| Sharp | 1.45% | 0.37% |
| 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 |
Top Comparisons
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns22.55%
LIC MF Infrastructure Fund-Growth
3Y Returns28.16%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns12.69%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns16.7%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.52%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns12.69%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns9.97%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.06%
