HSBC Equity Savings Fund vs Kotak Equity Savings Fund compare

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)	₹7804 Cr	₹548 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	1.77	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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
1 Month	1.9%	5.64%
6 Month	3.15%	7.76%
1 Year	12.73%	23.46%
3 Year	11.52%	14.01%
5 Year	11.12%	13.71%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	9.66%	22.83%
3 Year	13.17%	18.92%
5 Year	12.48%	16.34%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
1 Year	8.66%	8%
3 Year	8.72%	9.28%
5 Year	8.63%	8.14%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.82%	4.64%
Sharp	1.46%	1.25%
Beta	0.7%	0.78%
Alpha	3.58%	3.82%

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
Fund Manage	33	9
	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
Others	31.03	31.55
Large Cap	24.13	30.66
Mid Cap	6.24	18.54
Small Cap	8.75	19.25

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HSBC Equity Savings Fund - Regular Growth
Others	31.03	1.65
Telecom - Services	0.79	-
Petroleum Products	1.32	-
IT - Software	4.02	-
Pharmaceuticals & Biotechnology	0	-
Cement & Cement Products	-0.01	-
Personal Products	0.9	-
Construction	0.95	8.61
Ferrous Metals	0	-
Finance	1.88	-
Banks	5.45	-
Retailing	2.51	-
Diversified FMCG	2.33	-
Non - Ferrous Metals	-0.01	-
Leisure Services	1.32	-
Aerospace & Defense	-0.01	-
Chemicals & Petrochemicals	0.74	-
Realty	-0.01	-
Insurance	1	-
Automobiles	6.26	-
Gas	1.71	-
Consumer Durables	1.5	-
Diversified Metals	-0.0099999999999998	-
Oil	-0.01	-
Power	2.03	-
Electrical Equipment	0.14	-
Metals & Minerals Trading	-0.01	-
Entertainment	0.47	-
Healthcare Services	0.21	-
Capital Markets	1.2	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	-
Transport Services	0.45	-
Transport Infrastructure	-0.02	-
Auto Components	0.46	-
Beverages	1.11	-
Industrial Manufacturing	0.46	-
Sovereign	-	13.5
Capital Goods	-	23.15
Technology	-	3.27
Financial	-	20.73
Services	-	9.17
Materials	-	2.54
Energy	-	0.72
Metals & Mining	-	6.34
Consumer Staples	-	4.31
Communication	-	0.35
Chemicals	-	2.13
Healthcare	-	0.15
Consumer Discretionary	-	3.29
Automobile	-	0.09