Kotak Liquid Regular Plan Growth vs HSBC Liquid Fund compare
Kotak Liquid Regular Plan Growth
Kotak Liquid Regular Plan Growth
HSBC Liquid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| Fund | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹34798 Cr | ₹34798 Cr | ₹17011 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 04 Nov 2003 | 04 Nov 2003 | 01 Jun 2004 |
| Category | Liquid | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Liquid Index B-I | NIFTY Liquid Index B-I | CRISIL Liquid Fund AI Index |
| Turn Over | 45% | 146% | 28% |
| Expense Ratio | 0.31 | 0.31 | 0.22 |
| Manager | Deepak Agrawal | Deepak Agrawal | Shriram Ramanathan |
| ISIN Code | INF174K01NI9 | INF174K01NI9 | INF336L01BN7 |
| Exits Load | Kotak Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 | Kotak Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 | HSBC Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 0.58% | 0.58% | 0.5% |
| 6 Month | 3.57% | 3.57% | 2.86% |
| 1 Year | 7.36% | 7.36% | 6.47% |
| 3 Year | 6.18% | 6.18% | 6.94% |
| 5 Year | 5.21% | 5.21% | 5.79% |
SIP Return Analysis
| Scheme Name | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| 6 Month | - | - | 1.43% |
| 1 Year | - | - | 6% |
| 3 Year | 3.06% | 3.06% | 6.76% |
| 5 Year | 3.97% | 3.97% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 7.16% | 7.16% | 6.99% |
| 3 Year | 6.98% | 6.98% | 6.91% |
| 5 Year | 7.22% | 7.22% | 6.54% |
Risk Management
| Scheme Name | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 0.48% | 0.48% | 0.48% |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| Name | Deepak Agrawal | Deepak Agrawal | Shriram Ramanathan |
| Total AUM | ₹150749 Cr | ₹150749 Cr | ₹32638 Cr |
| Funds Managed | 14 | 14 | 11 |
| Kotak Liquid Regular Plan Growth | Kotak Liquid Regular Plan Growth | HSBC Liquid Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Liquid Regular Plan Growth |
Kotak Liquid Regular Plan Growth |
HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Liquid Regular Plan Growth |
Kotak Liquid Regular Plan Growth |
HSBC Liquid Fund - Regular Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Top Comparisons
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns15.53%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns26.51%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns7.98%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns25.71%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns21.91%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns20.85%