HSBC Business Cycles Fund vs Kotak Pioneer Fund compare

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tortoise-icon Kotak Pioneer Fund- Regular Plan- Growth Option

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tortoise-icon 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) ₹2725 Cr ₹925 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 1.89 2.35
Manager Arjun Khanna Venugopal Manghat
ISIN Code INF174KA1EW8 INF917K01RF8
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month -4.49% -4.25%
6 Month 14.46% 17.4%
1 Year 39.11% 48.46%
3 Year 14.86% 21.08%
5 Year 24.19% 22.64%

SIP Return Analysis

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 25.96% 33.01%
3 Year 26.63% 31.32%
5 Year - 28.22%

Rolling Lumpsum Returns

Scheme Name Kotak Pioneer Fund- Regular Plan- Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 31.08% 11.86%
3 Year 20.07% 11.87%
5 Year 24.18% 9.57%

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% 1.28%
Beta 0.81% 0.96%
Alpha 2.52% 5.23%

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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 16.71 2.77
Large Cap 41.74 43.45
Mid Cap 25.95 10.07
Small Cap 15.81 43.71

Sector Allocation

Scheme Name

Kotak Pioneer Fund- Regular Plan- Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 16.71 1.39
Petroleum Products 4.43 -
Retailing 11.25 -
Banks 3.87 -
Pharmaceuticals & Biotechnology 4.53 -
Commercial Services & Supplies 1.6 -
Automobiles 5.41 -
Personal Products 0.48 -
Electrical Equipment 4.65 -
Industrial Products 5.08 -
Insurance 3.92 -
IT - Services 1.14 -
IT - Software 3.1 -
Consumer Durables 2.32 -
Finance 2.03 -
Telecom - Services 3.51 -
Chemicals & Petrochemicals 1.42 -
Healthcare Services 4 -
Auto Components 12.08 -
Financial Technology (Fintech) 1.48 -
Diversified 0.85 -
Fertilizers & Agrochemicals 0.98 -
Transport Services 3.12 -
Leisure Services 1.1 -
Realty 1.15 -
Energy - 4.53
Capital Goods - 15.45
Construction - 17.05
Financial - 17.4
Metals & Mining - 5.53
Consumer Staples - 2.06
Chemicals - 2.15
Automobile - 2.06
Services - 18.75
Materials - 7.58
Consumer Discretionary - 4.3
Textiles - 1.75

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