Kotak Focused Equity Fund vs HSBC Focused Fund compare

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Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3349 Cr	₹1628 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

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
1 Month	2.84%	2.1%
6 Month	-3.28%	-7.75%
1 Year	6.56%	0.87%
3 Year	13.78%	14.04%
5 Year	21.08%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
6 Month	1.3%	-1.84%
1 Year	-4.39%	-8.13%
3 Year	14.05%	13.81%
5 Year	15.32%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
1 Year	18.28%	21.56%
3 Year	17.37%	18.11%
5 Year	18.3%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Standard Deviation	13.295%	16.134%
Sharp	0.368%	0.335%
Beta	0.898%	1.037%
Alpha	-1.119%	-1.531%

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Scheme Name	Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Others	4.22	11.94
Large Cap	75.43	32.27
Mid Cap	12.09	20.59
Small Cap	8.26	35.21

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Others	1.27	9.93
Energy	3.85	3.23
Technology	13.03	12.64
Industrials	19.62	16.16
Financial Services	24.56	26.78
Healthcare	7.2	13.33
Consumer Cyclical	13.45	9.48
Consumer Defensive	2.32	3.03
Utilities	6.27	-
Communication Services	5.24	-
Basic Materials	3.19	5.42