HSBC Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24534 Cr | ₹3873 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Sep 2004 | 03 Apr 2019 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 14.92% | 68% |
Expense Ratio | 1.61 | 1.91 |
Manager | Harsha Upadhyaya | Cheenu Gupta |
ISIN Code | INF174K01187 | INF336L01NY9 |
Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 6.38% | 6.4% |
6 Month | -13.27% | -16.81% |
1 Year | 5.8% | 5.51% |
3 Year | 15.74% | 13.86% |
5 Year | 27.09% | 25.67% |
SIP Return Analysis
Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | -5.15% | -10.78% |
1 Year | -10.38% | -17.04% |
3 Year | 16.52% | 15.78% |
5 Year | 18.71% | 17.46% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 16.98% | 21.03% |
3 Year | 15.39% | 19.46% |
5 Year | 14.87% | 21.66% |
Risk Management
Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.018% | 16.811% |
Sharp | 0.647% | 0.444% |
Beta | 0.929% | 0.981% |
Alpha | 3.063% | 1.122% |
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Fund Managers
Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Harsha Upadhyaya | Cheenu Gupta |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 9 |
Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 4.51 | 1.85 |
Large Cap | 54.26 | 44.97 |
Mid Cap | 35.22 | 40.28 |
Small Cap | 6.01 | 12.89 |
Sector Allocation
Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.44 | 1.85 |
Communication Services | 2.5 | 1.52 |
Energy | 5.77 | 0.02 |
Financial Services | 20.63 | 22.6 |
Technology | 10.67 | 16.65 |
Consumer Cyclical | 13.42 | 16.84 |
Industrials | 16.41 | 25.68 |
Consumer Defensive | 1.89 | 0.41 |
Healthcare | 8.56 | 7.54 |
Basic Materials | 10.21 | 1.65 |
Real Estate | 0.86 | 2.12 |
Utilities | 5.64 | 3.11 |
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