Kotak Equity Savings Fund vs HSBC Equity Savings Fund compare

Kotak Equity Savings Fund vs HSBC Equity Savings Fund compare

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Kotak Equity Savings Fund - Regular - Growth

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HSBC Equity Savings 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 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)	₹8782 Cr	₹723 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%	-0.72%
6 Month	5.9%	7.66%
1 Year	6.86%	4.76%
3 Year	11.42%	13.41%
5 Year	11.25%	13.04%

SIP Return Analysis

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	2.39%	2.55%
1 Year	10.27%	10.51%
3 Year	10.53%	12.48%
5 Year	10.68%	11.91%

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	5.01%	7.29%
Sharp	0.94%	0.89%
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	34.29	38.94
Large Cap	49.73	36.57
Mid Cap	8.67	17.79
Small Cap	7.31	6.7

Sector Allocation

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
Others	32.89	31.45
Communication Services	9.91	5.32
Energy	3.22	1.73
Technology	3.35	5.12
Consumer Cyclical	11.93	8.47
Healthcare	0.9	7.72
Consumer Defensive	3.63	2.93
Industrials	4.02	7.55
Basic Materials	5.69	2.8
Financial Services	20.03	25.49
Utilities	4.1	1.38
Real Estate	0.33	0.04

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