HSBC Business Cycles Fund vs Kotak Pioneer 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 Risk | Very High |
Asset Size (Cr) | ₹2666 Cr | ₹995 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 | -4.53% | -6.78% |
6 Month | -9.04% | -13.76% |
1 Year | 12.19% | 7.33% |
3 Year | 16.42% | 17.96% |
5 Year | 20.82% | 17.35% |
SIP Return Analysis
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.16% | -13.01% |
3 Year | 18.37% | 17.5% |
5 Year | 19.94% | 20.7% |
Rolling Lumpsum Returns
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 30.75% | 12.53% |
3 Year | 19.85% | 12.41% |
5 Year | 23.88% | 10.07% |
Risk Management
Scheme Name | Kotak Pioneer Fund- Regular Plan- Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.681% | 15.538% |
Sharp | 0.805% | 0.837% |
Beta | - | - |
Alpha | - | - |
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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 |
Fund Manage | 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 | 19.42 | 3.65 |
Large Cap | 36.42 | 38.95 |
Small Cap | 16.04 | 45.58 |
Mid Cap | 28.12 | 11.82 |
Sector Allocation
Scheme Name |
Kotak Pioneer Fund- Regular Plan- Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 19.42 | 3.65 |
Petroleum Products | 2.85 | 3.41 |
Retailing | 13.93 | 6.58 |
Banks | 3.84 | 10.83 |
Pharmaceuticals & Biotechnology | 4.86 | - |
Commercial Services & Supplies | 1.36 | - |
Automobiles | 4.96 | 1.14 |
Personal Products | 0.85 | - |
Electrical Equipment | 5.75 | 5.26 |
Industrial Products | 5.7 | 6.38 |
Insurance | 3.35 | - |
IT - Services | 1.14 | - |
IT - Software | 2.37 | - |
Consumer Durables | 2.03 | 5.85 |
Telecom - Services | 3.63 | - |
Chemicals & Petrochemicals | 1.24 | 2.67 |
Healthcare Services | 5.28 | - |
Auto Components | 9.82 | 1.89 |
Financial Technology (Fintech) | 1.98 | 3.04 |
Diversified | 0.78 | - |
Fertilizers & Agrochemicals | 0.8 | 1.51 |
Transport Services | 3.04 | - |
Realty | 1.02 | 1.2 |
Construction | - | 13.2 |
Finance | - | 5.34 |
Capital Markets | - | 9.22 |
Non - Ferrous Metals | - | 0.84 |
Paper, Forest & Jute Products | - | 2.12 |
Aerospace & Defense | - | 4.02 |
Gas | - | 2.29 |
Ferrous Metals | - | 0.82 |
Leisure Services | - | 1.06 |
Industrial Manufacturing | - | 1.92 |
Cement & Cement Products | - | 2.84 |
Textiles & Apparels | - | 2.92 |
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