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Kotak Equity Opportunities Fund vs HSBC Large & Mid Cap Fund compare
Kotak Equity Opportunities Fund - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹3873 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 Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.69% | 3.7% |
| 6 Month | -3.52% | -10.66% |
| 1 Year | 1.43% | 1.36% |
| 3 Year | 23.56% | 23.79% |
| 5 Year | 24.82% | 24.46% |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 8.57% | 8.57% |
| 1 Year | 6.17% | 1.56% |
| 3 Year | 18.84% | 19.42% |
| 5 Year | 19.3% | 18.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.44% | 19.55% |
| 3 Year | 15.54% | 19.09% |
| 5 Year | 15.02% | 21.88% |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.018% | 16.811% |
| Sharp | 0.647% | 0.444% |
| Beta | 0.929% | 0.981% |
| Alpha | 3.063% | 1.122% |
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Fund Managers
| Scheme Name | Kotak Equity Opportunities 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 Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.51 | 1.85 |
| Large Cap | 54.26 | 44.97 |
| Mid Cap | 35.22 | 40.28 |
| Small Cap | 6.01 | 12.89 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.44 | 1.85 |
| Communication Services | 2.5 | 1.52 |
| Energy | 5.77 | 0.02 |
| Financial Services | 20.63 | 22.6 |
| Technology | 10.67 | 16.65 |
| Consumer Cyclical | 13.42 | 16.84 |
| Industrials | 16.41 | 25.68 |
| Consumer Defensive | 1.89 | 0.41 |
| Healthcare | 8.56 | 7.54 |
| Basic Materials | 10.21 | 1.65 |
| Real Estate | 0.86 | 2.12 |
| Utilities | 5.64 | 3.11 |
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