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

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tortoise-icon Kotak Large & Midcap Fund - Growth

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tortoise-icon 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) ₹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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