Kotak Equity Opportunities Fund vs HSBC Large & Mid Cap 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)	₹28381 Cr	₹4088 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

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	1.99%	0.56%
6 Month	8.92%	11.92%
1 Year	4.36%	3.58%
3 Year	19.66%	20.76%
5 Year	21.92%	21.9%

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	2.95%	5.03%
1 Year	14.34%	16.75%
3 Year	17.21%	19.56%
5 Year	17.91%	18.52%

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	15.75%	17.43%
3 Year	15.77%	19.45%
5 Year	15.2%	22.42%

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	12.82%	15.70%
Sharp	0.93%	0.85%
Beta	0.93%	0.98%
Alpha	3.72%	4.67%

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

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	7.33	10.75
Large Cap	52.07	41.49
Mid Cap	34.89	36.52
Small Cap	5.71	11.24

Scheme Name	Kotak Large & Midcap Fund - Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	3.78	1.6
Communication Services	2.93	3.89
Energy	5.84	0.02
Financial Services	24.06	29.05
Technology	7.11	11.92
Consumer Cyclical	13.66	18.35
Basic Materials	12.15	0.75
Industrials	16.73	21.76
Consumer Defensive	1.59	2.11
Healthcare	7.04	9.07
Real Estate	0.89	0.08
Utilities	4.21	1.41