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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) | ₹2958 Cr | ₹1153 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 | 0.41% | -3.63% |
| 6 Month | 8.92% | 8.71% |
| 1 Year | 9.12% | 4.22% |
| 3 Year | 21.17% | 22.01% |
| 5 Year | 23.58% | 25.65% |
SIP Return Analysis
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 9.98% | 7.24% |
| 1 Year | 14.43% | 6.79% |
| 3 Year | 22.52% | 20.87% |
| 5 Year | 20% | 21.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 25.1% | 11.61% |
| 3 Year | 19.85% | 13.53% |
| 5 Year | 25.17% | 10.79% |
Risk Management
| Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.42% | 16.64% |
| Sharp | 1.11% | 0.94% |
| Beta | - | 1.11% |
| Alpha | - | 4.95% |
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 | 20.01 | 4.13 |
| Large Cap | 35.59 | 44.87 |
| Mid Cap | 26.62 | 9.83 |
| Small Cap | 17.78 | 41.16 |
Sector Allocation
| Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 18.5 | 4.13 |
| Energy | 3.25 | 5.87 |
| Consumer Cyclical | 23.52 | 20.84 |
| Financial Services | 9.31 | 30.98 |
| Healthcare | 12.05 | - |
| Basic Materials | 4.2 | 10.38 |
| Technology | 2.45 | 1.15 |
| Consumer Defensive | 4.66 | - |
| Industrials | 15.46 | 25.83 |
| Communication Services | 5.6 | - |
| Real Estate | 1.01 | 0.82 |
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