Kotak Equity Opportunities Fund vs HSBC Large & Mid Cap Fund compare
Kotak Equity Opportunities Fund - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
| 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) | ₹25288 Cr | ₹3382 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Sep 2004 | 03 Mar 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 | 1.59 | 1.98 |
| Manager | Harsha Upadhyaya | Cheenu Gupta |
| ISIN Code | INF174K01187 | INF336L01NY9 |
| 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 |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.51% | 2.89% |
| 6 Month | 22.36% | 27.79% |
| 1 Year | 42.97% | 51.36% |
| 3 Year | 22.32% | 22.25% |
| 5 Year | 24.45% | 23.86% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.44% | 21.63% |
| 3 Year | 48.52% | 46.22% |
| 5 Year | 89.46% | 83.08% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 24.77% | 24.26% |
| 3 Year | 65.21% | 61.89% |
| 5 Year | 96.96% | 94.33% |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.87% | 13.09% |
| Sharp | 1.28% | 1.13% |
| Beta | 0.85% | 0.93% |
| Alpha | 2.07% | 0.54% |
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| 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 |
| Fund Manage | 11 | 9 |
| Kotak Equity Opportunities Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.07 | 3.52 |
| Large Cap | 54.46 | 38.96 |
| Mid Cap | 38.78 | 33.97 |
| Small Cap | 5.62 | 23.55 |
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1 | 2.06 |
| Telecom - Services | 1.42 | - |
| Petroleum Products | 5.8 | - |
| Finance | 2.07 | - |
| IT - Software | 3.83 | - |
| Construction | 3.51 | 11.81 |
| Banks | 17.07 | - |
| Diversified FMCG | 0.82 | - |
| Pharmaceuticals & Biotechnology | 7.02 | - |
| Non - Ferrous Metals | 0.63 | - |
| Healthcare Services | 0.45 | - |
| Ferrous Metals | 3.24 | - |
| Chemicals & Petrochemicals | 5.28 | - |
| Realty | 1.17 | - |
| Transport Services | 0.52 | - |
| Electrical Equipment | 3.59 | - |
| Gas | 4.82 | - |
| Automobiles | 3.26 | - |
| Fertilizers & Agrochemicals | 1.73 | - |
| Insurance | 0.74 | - |
| Agricultural, Commercial & Construction Vehicles | 2.21 | - |
| Industrial Products | 2.99 | - |
| Consumer Durables | 3.44 | - |
| Aerospace & Defense | 4.2 | - |
| Auto Components | 8.63 | - |
| Cement & Cement Products | 3.53 | - |
| Entertainment | 0.75 | - |
| Industrial Manufacturing | 0.87 | - |
| Power | 1.31 | - |
| Retailing | 3.13 | - |
| Beverages | 0.9 | - |
| Energy | - | 5.57 |
| Capital Goods | - | 31.27 |
| Technology | - | 5.96 |
| Consumer Staples | - | 1.63 |
| Financial | - | 14.06 |
| Healthcare | - | 5.11 |
| Metals & Mining | - | 0.66 |
| Services | - | 12.34 |
| Automobile | - | 4.66 |
| Chemicals | - | 0.05 |
| Consumer Discretionary | - | 3.81 |
| Communication | - | 1.01 |
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