Kotak ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹875 Cr | ₹1078 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 07 Dec 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
Turn Over | 24.49% | 28% |
Expense Ratio | 2.27 | 2.28 |
Manager | Harsha Upadhyaya | Venugopal Manghat |
ISIN Code | INF174KA1FF0 | INF917K01RF8 |
Exits Load | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Business Cycles 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 ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 3.05% | 4.85% |
6 Month | 2.93% | 1.26% |
1 Year | 1.79% | 6.83% |
3 Year | 18.25% | 29.32% |
5 Year | - | 27.96% |
SIP Return Analysis
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 9.39% | 15.6% |
1 Year | 10.13% | 18.24% |
3 Year | 15.63% | 26.21% |
5 Year | - | 24.4% |
Rolling Lumpsum Returns
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 12.47% | 11.98% |
3 Year | 12.41% | 13.2% |
5 Year | - | 10.61% |
Risk Management
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.58% | 17.87% |
Sharp | 0.64% | 0.98% |
Beta | 0.92% | 1.11% |
Alpha | 0.73% | 4.57% |
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Fund Managers
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Harsha Upadhyaya | Venugopal Manghat |
Total AUM | ₹139411 Cr | ₹41442 Cr |
Funds Managed | 11 | 7 |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 3.17 | 3.24 |
Large Cap | 81.04 | 45.72 |
Mid Cap | 12.25 | 9.42 |
Small Cap | 3.54 | 41.61 |
Sector Allocation
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 0.59 | 3.24 |
Communication Services | 7.61 | - |
Energy | 2.58 | 6 |
Technology | 11.71 | 1.15 |
Industrials | 5.65 | 27.8 |
Consumer Defensive | 4.25 | - |
Financial Services | 26.92 | 31.05 |
Healthcare | 7.34 | - |
Consumer Cyclical | 16.87 | 18.9 |
Basic Materials | 12.63 | 10.99 |
Utilities | 3.85 | - |
Real Estate | - | 0.87 |
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