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Kotak Focused Equity Fund vs HSBC Focused Fund compare
Kotak Focused Fund- Regular plan _ Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹3869 Cr | ₹1708 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 | 1.26% | 0.3% |
| 6 Month | 8.82% | 4.57% |
| 1 Year | 6.82% | -1.74% |
| 3 Year | 15.79% | 15.49% |
| 5 Year | 17.57% | 16.67% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.65% | 2.33% |
| 1 Year | 22.05% | 13.89% |
| 3 Year | 16.67% | 13.94% |
| 5 Year | 15.5% | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.62% | 15.59% |
| 3 Year | 16.98% | 17.62% |
| 5 Year | 19.81% | 19.65% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.07% | 14.19% |
| Sharp | 0.76% | 0.64% |
| Beta | 0.90% | 0.99% |
| Alpha | 1.37% | 0.55% |
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 | 8.05 | 13.82 |
| Large Cap | 71.07 | 44.6 |
| Mid Cap | 19.36 | 25.07 |
| Small Cap | 1.52 | 16.5 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 3.84 | 5.53 |
| Energy | 3.68 | 2.99 |
| Technology | 9.23 | 8.09 |
| Industrials | 20.66 | 16.53 |
| Financial Services | 27.12 | 34.38 |
| Healthcare | 5.52 | 9.64 |
| Consumer Defensive | 2.01 | 4.94 |
| Utilities | 3.11 | - |
| Consumer Cyclical | 16.21 | 15.43 |
| Communication Services | 5.73 | - |
| Basic Materials | 2.87 | 2.48 |
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