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) | ₹3285 Cr | ₹1161 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 | -1.15% | -2.68% |
| 6 Month | 6.02% | -2.96% |
| 1 Year | 5.49% | -6.75% |
| 3 Year | 21.61% | 18.84% |
| 5 Year | 19.71% | 20.43% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.1% | -1.09% |
| 1 Year | 16.5% | 7.36% |
| 3 Year | 19.72% | 16.03% |
| 5 Year | 18.38% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.11% | 10.82% |
| 3 Year | 20.17% | 14.36% |
| 5 Year | 23.99% | 11.07% |
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 | 25.67 | 7.92 |
| Large Cap | 31.61 | 42.84 |
| Mid Cap | 25.54 | 8.29 |
| Small Cap | 17.18 | 40.94 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 20.37 | 6.7 |
| Energy | 2.9 | 5.14 |
| Consumer Cyclical | 22.94 | 19.15 |
| Financial Services | 10.7 | 29.01 |
| Healthcare | 15 | - |
| Basic Materials | 3.15 | 9.97 |
| Technology | 2.24 | 0.82 |
| Consumer Defensive | 3.98 | - |
| Industrials | 12.44 | 28.07 |
| Communication Services | 5.31 | - |
| Real Estate | 0.97 | 1.15 |
Top Comparisons
HDFC Multi-Asset Fund - Growth Option
3Y Returns14.19%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns14.68%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.77%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.77%
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
3Y Returns15.78%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.79%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.64%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.34%