Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Equity Opportunities Fund vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Large & Midcap Fund - Growth

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

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) ₹27046 Cr ₹4173 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 3.61% 3.07%
6 Month 2.66% -6.74%
1 Year 2.44% -0.29%
3 Year 24.12% 24.06%
5 Year 24.26% 23.98%

SIP Return Analysis

Scheme Name Kotak Large & Midcap Fund - Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month 11.19% 11.28%
1 Year 13.36% 8.73%
3 Year 20.23% 20.57%
5 Year 20.1% 19.46%

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 14.06% 16.83%
Sharp 0.98% 0.85%
Beta 0.93% 0.98%
Alpha 3.82% 3.72%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns24.06%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns26.55%

Compare Now

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns21.66%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns21.37%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns15.48%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns13.74%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.96%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns7%

Compare Now
Add to Cart Successfully