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Kotak US Specific Equity Passive FOF - Regular Plan - Growth

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HSBC Global Equity Climate Change Fund of Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3524 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	2.4%	0.69%
6 Month	24.88%	13.4%
1 Year	34.66%	10.93%
3 Year	27.99%	8.95%
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	14.17%	6.06%
1 Year	34.48%	16.15%
3 Year	30.63%	10.52%
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	20.12%	4.05%
3 Year	15.35%	0.1%
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	17.56%	15.28%
Sharp	1.11%	0.26%
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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