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Kotak Focused Equity Fund vs HSBC Focused Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon 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 Risk Very High Risk
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

Trailing Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth
1 Month -0.33% -4.24%
6 Month -7.66% -5.36%
1 Year 8.88% 7.36%
3 Year 10.93% 12.1%
5 Year 14.96% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth
6 Month - -
1 Year -1.15% -0.85%
3 Year 14.75% 16.92%
5 Year 16.48% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 11.68% 12.6%
Sharp 0.97% 0.85%
Beta 0.89% 1.04%
Alpha -0.21% -1.74%

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Fund Managers

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
Fund Manage 24 9
Kotak Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HSBC Focused Fund - Regular Growth

Others 1.58 6.31
Large Cap 80.41 31.93
Mid Cap 11.56 25.77
Small Cap 6.63 35.99

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HSBC Focused Fund - Regular Growth

Others 1.58 6.31
Petroleum Products 3.87 -
IT - Software 11.77 8.05
Personal Products 4.86 -
Construction 2.73 2.03
Banks 19.34 12.27
Pharmaceuticals & Biotechnology 4.71 10.08
Healthcare Services 3.03 4.84
Automobiles 7.77 -
Industrial Products 4.35 3.5
Gas 2.85 -
Consumer Durables 4.55 11.95
Aerospace & Defense 3.37 -
Retailing 6.51 2.59
Telecom - Services 4.96 -
Cement & Cement Products 2.94 -
Chemicals & Petrochemicals 1.51 2.4
Finance 3.86 5.59
Power 4 -
Auto Components 1.62 -
Diversified FMCG - 2.62
Electrical Equipment - 3.51
Oil - 2.7
Financial Technology (Fintech) - 4.75
Industrial Manufacturing - 4.64
Fertilizers & Agrochemicals - 2.16
Commercial Services & Supplies - 2.12
Capital Markets - 5.62
Textiles & Apparels - 2.27

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