HSBC Focused Fund vs Kotak Focused Equity Fund compare

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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HSBC Focused 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 Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Fund	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3349 Cr	₹1628 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	16 Jul 2019	22 Jul 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	21.79%	95%
Expense Ratio	1.9	2.09
Manager	Arjun Khanna	Cheenu Gupta
ISIN Code	INF174KA1EK3	INF336L01PE6
Exits Load	Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
1 Month	-2.59%	-5.66%
6 Month	-12.92%	-15.24%
1 Year	2.85%	-2.32%
3 Year	12.48%	12.3%
5 Year	17.27%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
6 Month	-8.72%	-13.95%
1 Year	-15.64%	-22.12%
3 Year	9.96%	9.04%
5 Year	13.42%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
1 Year	18.28%	21.56%
3 Year	17.37%	18.11%
5 Year	18.3%	-

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Standard Deviation	13.295%	16.134%
Sharp	0.368%	0.335%
Beta	0.898%	1.037%
Alpha	-1.119%	-1.531%

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Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Name	Arjun Khanna	Cheenu Gupta
Total AUM	₹169639 Cr	₹0 Cr
Fund Manage	24	9
	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Others	4.22346	11.93672
Large Cap	75.42936	32.26868
Mid Cap	12.08999	20.5855
Small Cap	8.25718	35.20913

Scheme Name	Kotak Focused Equity Fund- Regular plan _ Growth Option	HSBC Focused Fund - Regular Growth
Others	1.26807	9.93046
Energy	3.84909	3.2263
Technology	13.03108	12.64213
Industrials	19.6199	16.15645
Financial Services	24.56227	26.77616
Healthcare	7.20291	13.33448
Consumer Cyclical	13.44542	9.48477
Consumer Defensive	2.32312	3.03305
Utilities	6.26725	-
Communication Services	5.24043	-
Basic Materials	3.19045	5.41623