Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Opportunities Fund - Growth

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.46%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.01%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns17.09%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns12.06%

Compare Now

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns7.77%

VS

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns8.26%

Compare Now

SBI Banking & PSU Fund - Regular Paln - Growth SBI Banking & PSU Fund - Regular Paln - Growth

3Y Returns6.15%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

Compare Now
Add to Cart Successfully