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) | ₹28294 Cr | ₹4365 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 | 3.02% | 2.75% |
6 Month | 8.9% | 3.07% |
1 Year | 1.33% | -1.59% |
3 Year | 23.11% | 22.94% |
5 Year | 24.16% | 24.02% |
SIP Return Analysis
Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 9.56% | 9.82% |
1 Year | 11.04% | 5.37% |
3 Year | 19.36% | 19.42% |
5 Year | 19.52% | 18.71% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.65% | 16.47% |
Sharp | 1.21% | 1.04% |
Beta | 0.93% | 0.98% |
Alpha | 3.99% | 3.83% |
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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 | 3.73 | 3.57 |
Large Cap | 55.41 | 49.91 |
Mid Cap | 35.34 | 36.91 |
Small Cap | 5.52 | 9.62 |
Sector Allocation
Scheme Name |
Kotak Large & Midcap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.58 | 1.34 |
Communication Services | 3.14 | 3.15 |
Energy | 5.97 | 0.02 |
Financial Services | 23.82 | 28.13 |
Technology | 8.77 | 7.44 |
Consumer Cyclical | 12.32 | 20.38 |
Industrials | 17.25 | 21.97 |
Consumer Defensive | 1.74 | 2.6 |
Healthcare | 7.34 | 9.95 |
Basic Materials | 10.61 | 2.43 |
Real Estate | 0.95 | 0.09 |
Utilities | 5.5 | 2.48 |
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