HSBC Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
| 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 | -1.39% | -4.46% |
| 6 Month | 0.52% | 2.88% |
| 1 Year | 9.37% | 17.27% |
| 3 Year | 10.52% | 11.95% |
| 5 Year | 10.73% | 12.28% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.6% | 12.99% |
| 3 Year | 11.85% | 16.07% |
| 5 Year | 11.69% | 14.65% |
| 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% |
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| 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 | 60.13 |
| Large Cap | 24.13 | 33.11 |
| Mid Cap | 6.24 | 21.48 |
| Small Cap | 8.75 | 20.64 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 31.03 | 60.13 |
| Telecom - Services | 0.79 | - |
| Petroleum Products | 1.32 | 3.07 |
| IT - Software | 4.02 | 0.58 |
| Pharmaceuticals & Biotechnology | 0 | 3.41 |
| Cement & Cement Products | -0.01 | - |
| Personal Products | 0.9 | - |
| Construction | 0.95 | 0.39 |
| Ferrous Metals | 0 | 2.21 |
| Finance | 1.88 | 2.36 |
| Banks | 5.45 | 17.77 |
| Retailing | 2.51 | 6.94 |
| Diversified FMCG | 2.33 | - |
| Non - Ferrous Metals | -0.01 | - |
| Leisure Services | 1.32 | 0.05 |
| Aerospace & Defense | -0.01 | 1.83 |
| Chemicals & Petrochemicals | 0.74 | - |
| Realty | -0.01 | 3.71 |
| Insurance | 1 | 0.14 |
| Automobiles | 6.26 | - |
| Gas | 1.71 | - |
| Consumer Durables | 1.5 | 5.87 |
| Diversified Metals | -0.0099999999999998 | - |
| Oil | -0.01 | - |
| Power | 2.03 | 0.91 |
| Electrical Equipment | 0.14 | 14.07 |
| Metals & Minerals Trading | -0.01 | - |
| Entertainment | 0.47 | - |
| Healthcare Services | 0.21 | - |
| Capital Markets | 1.2 | 4.25 |
| Minerals & Mining | 0 | - |
| Fertilizers & Agrochemicals | 0 | - |
| Transport Services | 0.45 | 0.5 |
| Transport Infrastructure | -0.02 | - |
| Auto Components | 0.46 | - |
| Beverages | 1.11 | 0.02 |
| Industrial Manufacturing | 0.46 | 4.03 |
| Financial Technology (Fintech) | - | 1.14 |
| Industrial Products | - | 1.98 |
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