HSBC Focused Fund vs Kotak Focused Equity Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
| 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) | ₹3505 Cr | ₹1754 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 | 1.88 | 2.1 |
| 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 | -3.51% | -9.48% |
| 6 Month | -7.06% | -3.05% |
| 1 Year | 11.71% | 11.37% |
| 3 Year | 11.71% | 12.96% |
| 5 Year | 16.03% | - |
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.52% | 14.65% |
| 3 Year | 17.18% | 22.98% |
| 5 Year | 18.3% | - |
| 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% | - |
| 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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| 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 | 1.58 | 6.31 |
| Large Cap | 80.41 | 31.93 |
| Mid Cap | 11.56 | 25.77 |
| Small Cap | 6.63 | 35.99 |
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 1.58 | 6.31 |
| Petroleum Products | 3.87 | - |
| IT - Software | 11.77 | 8.05 |
| Personal Products | 4.86 | - |
| Construction | 2.73 | 2.03 |
| Banks | 19.34 | 12.27 |
| Pharmaceuticals & Biotechnology | 4.71 | 10.08 |
| Healthcare Services | 3.03 | 4.84 |
| Automobiles | 7.77 | - |
| Industrial Products | 4.35 | 3.5 |
| Gas | 2.85 | - |
| Consumer Durables | 4.55 | 11.95 |
| Aerospace & Defense | 3.37 | - |
| Retailing | 6.51 | 2.59 |
| Telecom - Services | 4.96 | - |
| Cement & Cement Products | 2.94 | - |
| Chemicals & Petrochemicals | 1.51 | 2.4 |
| Finance | 3.86 | 5.59 |
| Power | 4 | - |
| Auto Components | 1.62 | - |
| Diversified FMCG | - | 2.62 |
| Electrical Equipment | - | 3.51 |
| Oil | - | 2.7 |
| Financial Technology (Fintech) | - | 4.75 |
| Industrial Manufacturing | - | 4.64 |
| Fertilizers & Agrochemicals | - | 2.16 |
| Commercial Services & Supplies | - | 2.12 |
| Capital Markets | - | 5.62 |
| Textiles & Apparels | - | 2.27 |
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