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Kotak Equity Savings Fund vs HSBC Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8444 Cr | ₹649 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 75% |
| Expense Ratio | 1.76 | 1.51 |
| Manager | Abhishek Bisen | Mahesh A Chhabria |
| ISIN Code | INF174K01C78 | INF917K01AA5 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.85% | 1.01% |
| 6 Month | 3.57% | 4.42% |
| 1 Year | 4.19% | 4.54% |
| 3 Year | 11.16% | 12.74% |
| 5 Year | 11.27% | 13.43% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.53% | 4.84% |
| 1 Year | 5.12% | 6.07% |
| 3 Year | 9.98% | 12.42% |
| 5 Year | 10.32% | 11.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.48% | 8.03% |
| 3 Year | 8.95% | 9.53% |
| 5 Year | 8.78% | 8.45% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.10% | 7.29% |
| Sharp | 0.90% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Mahesh A Chhabria |
| Total AUM | ₹0 Cr | ₹15021 Cr |
| Funds Managed | 33 | 9 |
| Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.59 | 33.9 |
| Large Cap | 49.93 | 41.07 |
| Mid Cap | 10.46 | 17.72 |
| Small Cap | 6.01 | 7.32 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.77 | 31.57 |
| Communication Services | 12.54 | 2.01 |
| Energy | 4.12 | 2.11 |
| Technology | 3.65 | 2.16 |
| Consumer Cyclical | 10.82 | 13.76 |
| Healthcare | 0.78 | 5.13 |
| Consumer Defensive | 3.49 | 3.67 |
| Industrials | 5.61 | 8.18 |
| Basic Materials | 6.18 | 1.35 |
| Financial Services | 15.6 | 28.35 |
| Real Estate | 0.41 | 0.04 |
| Utilities | 4.03 | 1.64 |
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