Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare

Link copied to clipboard!

tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC Business Cycles Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns27.14%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns31.41%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns6.97%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.96%

Compare Now

Kotak Floating Rate Fund-Regular Plan-Growth Option Kotak Floating Rate Fund-Regular Plan-Growth Option

3Y Returns7.9%

VS

Bandhan Floater Fund Regular - Growth Bandhan Floater Fund Regular - Growth

3Y Returns7.49%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns7.1%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns7.26%

Compare Now
Add to Cart Successfully