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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) | ₹3697 Cr | ₹1656 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 | 2.35% | 0.66% |
| 6 Month | 14.47% | 11.06% |
| 1 Year | 6.22% | -0.27% |
| 3 Year | 17.71% | 17.81% |
| 5 Year | 20.02% | 19.85% |
SIP Return Analysis
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.96% | 3.2% |
| 1 Year | 22.39% | 13.27% |
| 3 Year | 17.78% | 15.5% |
| 5 Year | 16.33% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.05% | 16.69% |
| 3 Year | 17.12% | 17.82% |
| 5 Year | 19.9% | 19.88% |
Risk Management
| Scheme Name | Kotak Focused Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.08% | 14.35% |
| Sharp | 0.76% | 0.71% |
| Beta | 0.90% | 1.00% |
| Alpha | 0.77% | 0.83% |
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 | 5.87 | 11.63 |
| Large Cap | 72.8 | 45.82 |
| Mid Cap | 19.29 | 25.52 |
| Small Cap | 2.04 | 17.03 |
Sector Allocation
| Scheme Name |
Kotak Focused Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 2.25 | 3.13 |
| Energy | 3.54 | 2.89 |
| Technology | 9.09 | 7.77 |
| Industrials | 20.77 | 18.17 |
| Financial Services | 26.71 | 34.76 |
| Healthcare | 5.26 | 9.43 |
| Consumer Defensive | 2.19 | 5.21 |
| Utilities | 4.62 | - |
| Consumer Cyclical | 17.02 | 16.08 |
| Communication Services | 5.48 | - |
| Basic Materials | 3.07 | 2.56 |
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