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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) | ₹29516 Cr | ₹4613 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% | -0.71% |
| 6 Month | 5.85% | 7.23% |
| 1 Year | 6.82% | 2.23% |
| 3 Year | 18.67% | 19.87% |
| 5 Year | 19.81% | 19.29% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.46% | 1.85% |
| 1 Year | 14.26% | 13.52% |
| 3 Year | 16.66% | 17.77% |
| 5 Year | 17.61% | 17.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.73% | 16.61% |
| 3 Year | 15.89% | 19.52% |
| 5 Year | 15.3% | 22.34% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.77% | 15.66% |
| Sharp | 0.91% | 0.84% |
| Beta | 0.90% | 1.00% |
| Alpha | 0.96% | 1.09% |
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 | 7.45 | 12.95 |
| Large Cap | 52.77 | 37.68 |
| Mid Cap | 34.7 | 35 |
| Small Cap | 5.08 | 14.36 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.27 | 3.79 |
| Communication Services | 3.08 | 3.93 |
| Energy | 5.98 | 0.02 |
| Financial Services | 25.21 | 30.25 |
| Technology | 7.04 | 10.75 |
| Consumer Cyclical | 13.03 | 19.43 |
| Basic Materials | 11.59 | 0.22 |
| Industrials | 17.32 | 21.2 |
| Consumer Defensive | 1.58 | 1.56 |
| Healthcare | 7 | 8.73 |
| Real Estate | 0.96 | 0 |
| Utilities | 3.94 | 0.11 |
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