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Kotak Equity Opportunities Fund vs HSBC Large & Mid Cap 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) | ₹29961 Cr | ₹4664 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 | -1.05% | -1.62% |
| 6 Month | 2.49% | 1.93% |
| 1 Year | 5.16% | -3.33% |
| 3 Year | 19.41% | 20.86% |
| 5 Year | 18.94% | 18.08% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.24% | 1.35% |
| 1 Year | 13.99% | 13.81% |
| 3 Year | 15.28% | 15.7% |
| 5 Year | 16.77% | 16.44% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.57% | 16.18% |
| 3 Year | 15.95% | 19.53% |
| 5 Year | 15.36% | 22.24% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.87% | 15.68% |
| Sharp | 0.97% | 0.82% |
| Beta | 0.9% | 1.01% |
| Alpha | 1.32% | 1.21% |
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 | 6.45 | 17.69 |
| Large Cap | 52.57 | 36.62 |
| Mid Cap | 36.01 | 30.91 |
| Small Cap | 4.98 | 14.79 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.24 | 1.87 |
| Communication Services | 3.09 | 3.93 |
| Energy | 5.79 | 1.54 |
| Financial Services | 26.97 | 35.87 |
| Technology | 7.09 | 9.04 |
| Consumer Cyclical | 12.91 | 17.52 |
| Basic Materials | 11.51 | 0.06 |
| Industrials | 17.06 | 19.7 |
| Consumer Defensive | 1.56 | 1.44 |
| Healthcare | 7.5 | 8.95 |
| Real Estate | 0.88 | 0 |
| Utilities | 3.4 | 0.07 |
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