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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) | ₹8487 Cr | ₹671 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 | 1.39% | 0.81% |
| 6 Month | 7.88% | 11.4% |
| 1 Year | 5.47% | 4.02% |
| 3 Year | 12.31% | 14.12% |
| 5 Year | 11.44% | 13.57% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.21% | 5.13% |
| 1 Year | 11.54% | 14.47% |
| 3 Year | 11.15% | 13.95% |
| 5 Year | 11.02% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.4% | 7.91% |
| 3 Year | 9.01% | 9.59% |
| 5 Year | 8.82% | 8.48% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.05% | 7.29% |
| Sharp | 0.98% | 0.88% |
| 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 | 34.68 | 41.06 |
| Large Cap | 51.36 | 36.05 |
| Mid Cap | 8.42 | 16.47 |
| Small Cap | 5.54 | 6.42 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.25 | 32.5 |
| Communication Services | 10.17 | 1.83 |
| Energy | 4.32 | 1.85 |
| Technology | 3.87 | 5.02 |
| Consumer Cyclical | 11.9 | 10.66 |
| Healthcare | 0.94 | 7.4 |
| Consumer Defensive | 3.64 | 3.51 |
| Industrials | 3.91 | 9.03 |
| Basic Materials | 5.52 | 2.66 |
| Financial Services | 18.29 | 24.04 |
| Utilities | 3.85 | 1.45 |
| Real Estate | 0.36 | 0.04 |
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