Kotak Pioneer Fund vs HSBC Business Cycles Fund compare

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)	₹3342 Cr	₹1137 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	-2.19%	-0.81%
6 Month	0.09%	-7.23%
1 Year	8.98%	0.91%
3 Year	21.91%	19.63%
5 Year	16.96%	18.62%

SIP Return Analysis

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	-2.98%	-3.74%
1 Year	7.03%	-0.41%
3 Year	14.97%	11.49%
5 Year	15.95%	15.45%

Rolling Lumpsum Returns

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	21.1%	10.62%
3 Year	20.27%	14.53%
5 Year	23.77%	11.18%

Risk Management

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.71%	13.82%
Sharp	0.98%	0.86%
Beta	0.81%	1.14%
Alpha	2.52%	1.91%

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	25.59	16.31
Large Cap	32.54	41.88
Mid Cap	25.34	8.34
Small Cap	16.53	33.47

Sector Allocation

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	20.61	2.71
Energy	3.01	5.55
Consumer Cyclical	23.99	17.74
Financial Services	10.54	33.15
Healthcare	12.96	0.55
Basic Materials	2.94	8.81
Technology	3.2	1.69
Consumer Defensive	3.94	-
Industrials	12.75	27.45
Communication Services	5.09	-
Real Estate	0.97	2.34

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