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

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

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Kotak Large & Midcap Fund - Growth

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HSBC Large & Mid Cap 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 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)	₹28084 Cr	₹4314 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	0.02%	1.99%
6 Month	13.5%	16.09%
1 Year	1.18%	-0.73%
3 Year	19.09%	19.63%
5 Year	22.28%	22.37%

SIP Return Analysis

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	3.93%	6.46%
1 Year	5.54%	4.66%
3 Year	16.49%	18.05%
5 Year	17.69%	17.77%

Rolling Lumpsum Returns

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	16.03%	18.59%
3 Year	15.68%	19.45%
5 Year	15.12%	22.51%

Risk Management

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	12.90%	15.88%
Sharp	0.98%	0.82%
Beta	0.91%	0.97%
Alpha	4.17%	3.94%

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	5.13	7.39
Large Cap	51.8	44.12
Mid Cap	37.95	38.64
Small Cap	5.12	9.84

Sector Allocation

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	1.82	1.95
Communication Services	3.05	3.38
Energy	5.73	0.02
Financial Services	24.02	30.09
Technology	8.23	8.33
Consumer Cyclical	12.87	18.57
Basic Materials	11.78	2.13
Industrials	17.14	22.34
Consumer Defensive	1.62	1.71
Healthcare	7.71	9.39
Real Estate	0.93	0.09
Utilities	5.11	2

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