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HSBC Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8177 Cr | ₹646 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 75% |
| Expense Ratio | 1.76 | 1.51 |
| Manager | Abhishek Bisen | Mahesh A Chhabria |
| ISIN Code | INF174K01C78 | INF917K01AA5 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.36% | 1.9% |
| 6 Month | 1.49% | -2.33% |
| 1 Year | 8.07% | 7.75% |
| 3 Year | 10.9% | 11.13% |
| 5 Year | 12.89% | 14.76% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.45% | -2.19% |
| 1 Year | 3.21% | -2.75% |
| 3 Year | 10.87% | 11.46% |
| 5 Year | 10.92% | 11.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.74% | 8.17% |
| 3 Year | 8.81% | 9.36% |
| 5 Year | 8.68% | 8.3% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.035% | 7.536% |
| Sharp | 0.584% | 0.463% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Mahesh A Chhabria |
| Total AUM | ₹0 Cr | ₹15021 Cr |
| Funds Managed | 33 | 9 |
| Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.25 | 30.31 |
| Large Cap | 49.67 | 30.87 |
| Small Cap | 7.96 | 10.93 |
| Mid Cap | 9.11 | 27.88 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.97 | 30.31 |
| Communication Services | 9.32 | - |
| Energy | 4.49 | 2.24 |
| Technology | 3.54 | 6.08 |
| Consumer Cyclical | 11.11 | 9.62 |
| Healthcare | 1.04 | 1.82 |
| Consumer Defensive | 5.04 | 0.02 |
| Industrials | 5.06 | 11.69 |
| Financial Services | 14.57 | 35.89 |
| Basic Materials | 6.18 | 1.25 |
| Utilities | 6.36 | 1.03 |
| Real Estate | 0.31 | 0.04 |
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