HSBC Focused Fund vs Kotak Focused Equity Fund compare

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tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

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tortoise-icon 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) ₹3674 Cr ₹1688 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.88 2.11
Manager Arjun Khanna Cheenu Gupta
ISIN Code INF174KA1EK3 INF336L01PE6
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 Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth
1 Month -4.13% -3.67%
6 Month 7.02% 9.9%
1 Year 28.03% 28.85%
3 Year 12.46% 14.17%
5 Year 17.37% -

SIP Return Analysis

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 7.82% -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth
1 Year 18.28% 20.93%
3 Year 17.7% 18.43%
5 Year 19.96% -

Risk Management

Scheme Name Kotak Focused Equity Fund- Regular plan _ Growth Option HSBC Focused Fund - Regular Growth
Standard Deviation 11.68% 12.6%
Sharp 0.97% 0.85%
Beta 0.89% 1.04%
Alpha -0.21% -1.74%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HSBC Focused Fund - Regular Growth

Others 1.33 6.19
Large Cap 81.84 54.9
Mid Cap 11.93 19.26
Small Cap 4.58 19.65

Sector Allocation

Scheme Name

Kotak Focused Equity Fund- Regular plan _ Growth Option

HSBC Focused Fund - Regular Growth

Others 1.33 6.19
Petroleum Products 4.19 -
IT - Software 9.65 -
Personal Products 5.27 -
Construction 3.11 12.05
Banks 18.39 -
Pharmaceuticals and Biotechnology 4.19 -
Healthcare Services 2.33 -
Industrial Products 4.07 -
Gas 3.29 -
Automobiles 8.66 -
Consumer Durables 4.86 -
Aerospace and Defense 3.99 -
Telecom - Services 3.36 -
Auto Components 5.47 -
Cement and Cement Products 3.02 -
Chemicals and Petrochemicals 1.51 -
Beverages 0.97 -
Finance 3.69 -
Power 4.72 -
Retailing 3.61 -
Energy - 8.95
Technology - 6.61
Financial - 21.32
Consumer Staples - 2.19
Automobile - 6.4
Healthcare - 9.27
Services - 8.02
Consumer Discretionary - 8.88
Capital Goods - 6.14
Chemicals - 1.15
Metals & Mining - 2.83

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