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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) | ₹27655 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 | 2.09% | 3.76% |
| 6 Month | 16.92% | 24.41% |
| 1 Year | -1.78% | -1.39% |
| 3 Year | 17.56% | 19.29% |
| 5 Year | 21.83% | 22.21% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.14% | 7.45% |
| 1 Year | 11.62% | 14.92% |
| 3 Year | 17.22% | 20.03% |
| 5 Year | 17.89% | 18.66% |
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 | 13.00% | 15.89% |
| Sharp | 0.81% | 0.75% |
| Beta | 0.92% | 0.98% |
| Alpha | 3.84% | 4.87% |
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 | 7.93 |
| Large Cap | 51.8 | 43.35 |
| Mid Cap | 37.95 | 38.25 |
| Small Cap | 5.12 | 10.48 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.82 | 1.21 |
| Communication Services | 3.05 | 3.26 |
| Energy | 5.73 | 0.02 |
| Financial Services | 24.02 | 28.58 |
| Technology | 8.23 | 8.74 |
| Consumer Cyclical | 12.87 | 19.07 |
| Basic Materials | 11.78 | 1.09 |
| Industrials | 17.14 | 24.44 |
| Consumer Defensive | 1.62 | 1.76 |
| Healthcare | 7.71 | 9.77 |
| Real Estate | 0.93 | 0.09 |
| Utilities | 5.11 | 1.96 |
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