Kotak Focused Equity Fund vs HSBC Focused Fund compare

Kotak Focused Equity Fund vs HSBC Focused Fund compare

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Kotak Focused Fund- Regular plan _ Growth Option

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HSBC Focused 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 Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Fund	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹3972 Cr	₹1718 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2019	22 Jul 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	95%
Expense Ratio	1.9	2.09
Manager	Arjun Khanna	Cheenu Gupta
ISIN Code	INF174KA1EK3	INF336L01PE6
Exits Load	Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Focused Fund - Regular Plan - 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 Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
1 Month	-0.6%	-2.15%
6 Month	5.94%	0.05%
1 Year	17.2%	9.36%
3 Year	18.08%	17.55%
5 Year	16.7%	15.58%

SIP Return Analysis

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
6 Month	3.42%	2.45%
1 Year	19.81%	15.83%
3 Year	15.87%	13.27%
5 Year	15.18%	14.17%

Rolling Lumpsum Returns

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
1 Year	12.61%	14.84%
3 Year	17%	17.53%
5 Year	19.71%	19.47%

Risk Management

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Standard Deviation	11.68%	12.6%
Sharp	0.93%	0.82%
Beta	0.9%	0.98%
Alpha	1.3%	0.77%

Fund Managers

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Name	Arjun Khanna	Cheenu Gupta
Total AUM	₹169639 Cr	₹0 Cr
Funds Managed	24	9
	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Others	10.01	21.85
Large Cap	70.67	43.86
Mid Cap	19.31	25.45
Small Cap	-	8.84

Sector Allocation

Scheme Name	Kotak Focused Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Others	1.39	5.49
Energy	3.79	2.8
Technology	9.54	9.28
Industrials	20.21	16.72
Financial Services	29.76	35.7
Healthcare	5.71	8.92
Consumer Defensive	2.14	4.8
Consumer Cyclical	15.77	14.51
Communication Services	5.72	-
Basic Materials	3.01	1.78
Utilities	2.96	-

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