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) | ₹8452 Cr | ₹655 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 | -0.04% | 1.82% |
6 Month | 6.46% | 8.81% |
1 Year | 4.64% | 4.75% |
3 Year | 11.28% | 12.94% |
5 Year | 11.41% | 13.42% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.48% | 4.81% |
1 Year | 6.33% | 7.11% |
3 Year | 10.34% | 12.77% |
5 Year | 10.54% | 12.1% |
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 | 34.8 | 38.05 |
Large Cap | 49.34 | 38.37 |
Mid Cap | 9.46 | 17.46 |
Small Cap | 6.41 | 6.12 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 34.03 | 32.02 |
Communication Services | 10.45 | 1.9 |
Energy | 3.83 | 1.94 |
Technology | 3.02 | 2.64 |
Consumer Cyclical | 10.86 | 11.01 |
Healthcare | 0.8 | 7.89 |
Consumer Defensive | 3.57 | 3.1 |
Industrials | 4.93 | 10.18 |
Basic Materials | 5.58 | 1.29 |
Financial Services | 18.82 | 26.43 |
Utilities | 3.72 | 1.55 |
Real Estate | 0.38 | 0.05 |
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