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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) | ₹28084 Cr | ₹4314 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 | -2.44% | 0.16% |
| 6 Month | 15.15% | 19.69% |
| 1 Year | -2.71% | -3.91% |
| 3 Year | 18.27% | 19.55% |
| 5 Year | 21.18% | 21.11% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.98% | 3.69% |
| 1 Year | 3.66% | 5.24% |
| 3 Year | 15.51% | 17.56% |
| 5 Year | 17.22% | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.03% | 18.59% |
| 3 Year | 15.68% | 19.45% |
| 5 Year | 15.12% | 22.51% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.90% | 15.88% |
| Sharp | 0.98% | 0.82% |
| Beta | 0.91% | 0.97% |
| Alpha | 4.17% | 3.94% |
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 | 5.13 | 7.39 |
| Large Cap | 51.8 | 44.12 |
| Mid Cap | 37.95 | 38.64 |
| Small Cap | 5.12 | 9.84 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.82 | 1.95 |
| Communication Services | 3.05 | 3.38 |
| Energy | 5.73 | 0.02 |
| Financial Services | 24.02 | 30.09 |
| Technology | 8.23 | 8.33 |
| Consumer Cyclical | 12.87 | 18.57 |
| Basic Materials | 11.78 | 2.13 |
| Industrials | 17.14 | 22.34 |
| Consumer Defensive | 1.62 | 1.71 |
| Healthcare | 7.71 | 9.39 |
| Real Estate | 0.93 | 0.09 |
| Utilities | 5.11 | 2 |
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