HSBC Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

Link copied to clipboard!

Kotak Large & Midcap Fund - Growth

Invest Now

HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Fund	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹29516 Cr	₹4613 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	09 Sep 2004	03 Apr 2019
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	14.92%	68%
Expense Ratio	1.61	1.91
Manager	Harsha Upadhyaya	Cheenu Gupta
ISIN Code	INF174K01187	INF336L01NY9
Exits Load	Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	0.49%	-1.04%
6 Month	5.04%	3.98%
1 Year	2.12%	-4.95%
3 Year	18.2%	18.9%
5 Year	19.45%	18.72%

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	3.01%	1.1%
1 Year	16.31%	13.04%
3 Year	16.07%	16.04%
5 Year	17.04%	16.41%

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	15.6%	16.43%
3 Year	15.94%	19.56%
5 Year	15.33%	22.27%

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	12.77%	15.68%
Sharp	0.90%	0.82%
Beta	0.90%	1.01%
Alpha	1.19%	1.21%

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Cheenu Gupta
Total AUM	₹139411 Cr	₹0 Cr
Funds Managed	11	9
	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	3.29	12.95
Large Cap	53.26	37.68
Mid Cap	38.91	35
Small Cap	5.53	14.36

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	3.29	3.79
Telecom - Services	2.62	-
Petroleum Products	5.22	-
Finance	4.67	-
IT - Software	6.51	-
Retailing	4.74	-
Cement & Cement Products	5.09	-
Construction	3.21	-
Diversified FMCG	0.75	-
Pharmaceuticals & Biotechnology	5.86	-
Banks	18.98	-
Healthcare Services	1.14	-
Chemicals & Petrochemicals	4.02	-
Realty	0.96	-
Electrical Equipment	1.78	-
Gas	2.5	-
Automobiles	3.12	-
Fertilizers & Agrochemicals	2.34	-
Agricultural, Commercial & Construction Vehicles	2.46	-
Consumer Durables	2.24	-
Aerospace & Defense	4.56	-
Industrial Products	1.32	-
Auto Components	5.09	-
Capital Markets	1.56	-
Entertainment	0.46	-
Transport Services	1.14	-
Industrial Manufacturing	0.46	-
Ferrous Metals	1.88	-
Power	2.2	-
Beverages	0.82	-
Energy	-	0.02
Industrials	-	21.2
Technology	-	10.75
Financial Services	-	30.25
Consumer Cyclical	-	19.43
Healthcare	-	8.73
Basic Materials	-	0.22
Utilities	-	0.11
Consumer Defensive	-	1.56
Real Estate	-	0
Communication Services	-	3.93