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Kotak Pioneer Fund vs HSBC Business Cycles Fund compare
Kotak Pioneer Fund- Regular Plan- Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹3148 Cr | ₹1117 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.31% | -0.92% |
| 6 Month | 11.25% | 4.02% |
| 1 Year | 10.74% | 3.28% |
| 3 Year | 22.74% | 20.23% |
| 5 Year | 22.01% | 22.4% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.75% | -1.57% |
| 1 Year | 17.17% | 6.51% |
| 3 Year | 20.17% | 16.43% |
| 5 Year | 18.45% | 18.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.84% | 11.02% |
| 3 Year | 20.1% | 14.18% |
| 5 Year | 24.09% | 10.99% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.97% | 16.59% |
| Sharp | 1.16% | 0.84% |
| Beta | - | 1.11% |
| Alpha | - | 3.18% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 23.78 | 7.28 |
| Large Cap | 32.61 | 44.53 |
| Mid Cap | 25.4 | 8.23 |
| Small Cap | 18.21 | 39.96 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 20.63 | 9.3 |
| Energy | 2.77 | 5.56 |
| Consumer Cyclical | 24.14 | 20.6 |
| Financial Services | 9.64 | 26.78 |
| Healthcare | 14.25 | - |
| Basic Materials | 3.15 | 8.3 |
| Technology | 2.45 | 0.86 |
| Consumer Defensive | 4.4 | - |
| Industrials | 13.14 | 27.47 |
| Communication Services | 4.51 | - |
| Real Estate | 0.93 | 1.13 |
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