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HSBC Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹30039 Cr | ₹4658 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.12% | -0.72% |
| 6 Month | 2.08% | 0.4% |
| 1 Year | 10.6% | 2.53% |
| 3 Year | 19.35% | 20.15% |
| 5 Year | 17.82% | 16.59% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.35% | -2.18% |
| 1 Year | 12.66% | 8.27% |
| 3 Year | 14.43% | 13.17% |
| 5 Year | 16.22% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.37% | 15.74% |
| 3 Year | 16% | 19.63% |
| 5 Year | 15.39% | 22.15% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.87% | 13.09% |
| Sharp | 1.01% | 0.91% |
| Beta | 0.9% | 1.01% |
| Alpha | 1.11% | 1.04% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.24 | 21.89 |
| Large Cap | 51.63 | 35.68 |
| Mid Cap | 36.04 | 27.53 |
| Small Cap | 5.09 | 14.91 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.84 | 1.41 |
| Communication Services | 3.11 | 3.96 |
| Energy | 6.04 | 1.55 |
| Financial Services | 27.43 | 37.52 |
| Technology | 7.09 | 8.62 |
| Consumer Cyclical | 13.11 | 20.03 |
| Basic Materials | 11.57 | 0.6 |
| Industrials | 16.03 | 17.59 |
| Consumer Defensive | 1.51 | 1.39 |
| Healthcare | 7.35 | 7.26 |
| Real Estate | 0.89 | - |
| Utilities | 3.01 | 0.07 |
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