Kotak Pioneer Fund vs HSBC Business Cycles Fund compare

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Kotak Pioneer Fund- Regular Plan- Growth Option

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HSBC Business Cycles 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 Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Fund	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2807 Cr	₹1078 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	31 Oct 2019	20 Aug 2014
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 500 TRI
Turn Over	9.69%	28%
Expense Ratio	1.88	2.28
Manager	Arjun Khanna	Venugopal Manghat
ISIN Code	INF174KA1EW8	INF917K01RF8
Exits Load	Kotak Pioneer Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Month	3.07%	4.02%
6 Month	2.56%	1.35%
1 Year	5.91%	5.37%
3 Year	25.29%	28.82%
5 Year	25.97%	27.78%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	12.11%	14.21%
1 Year	16.56%	17.42%
3 Year	23.4%	24.98%
5 Year	20.69%	23.73%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	27.07%	11.98%
3 Year	19.68%	13.2%
5 Year	24.13%	10.61%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	14.37%	17.87%
Sharp	0.99%	0.98%
Beta	-	1.11%
Alpha	-	4.57%

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Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Name	Arjun Khanna	Venugopal Manghat
Total AUM	₹169639 Cr	₹41442 Cr
Funds Managed	24	7
	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	20.55	3.24
Large Cap	35.6	45.72
Small Cap	16.89	41.61
Mid Cap	26.96	9.42

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	19.02	3.24
Energy	3.24	6
Consumer Cyclical	22.49	18.9
Financial Services	9.49	31.05
Healthcare	12.68	-
Technology	2.53	1.15
Consumer Defensive	4.83	-
Industrials	16.53	27.8
Communication Services	5.56	-
Basic Materials	2.88	10.99
Real Estate	0.74	0.87