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Kotak Equity Savings Fund vs HSBC Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon HSBC Equity Savings 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 Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
Fund Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹8177 Cr ₹646 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 13 Oct 2014 18 Oct 2011
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 75%
Expense Ratio 1.76 1.51
Manager Abhishek Bisen Mahesh A Chhabria
ISIN Code INF174K01C78 INF917K01AA5
Exits Load Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
1 Month 3.09% 2.45%
6 Month -2.97% -5.19%
1 Year 6.14% 9.01%
3 Year 10.22% 10.25%
5 Year 13.26% 15.12%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
6 Month -0.83% -4.7%
1 Year 0.29% -4.31%
3 Year 10.11% 11.03%
5 Year 10.55% 11.52%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 8.74% 8.17%
3 Year 8.81% 9.36%
5 Year 8.68% 8.3%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 5.035% 7.536%
Sharp 0.584% 0.463%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
Name Abhishek Bisen Mahesh A Chhabria
Total AUM ₹0 Cr ₹15021 Cr
Funds Managed 33 9
Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

HSBC Equity Savings Fund - Regular Growth

Others 33.25 30.31
Large Cap 49.67 30.87
Small Cap 7.96 10.93
Mid Cap 9.11 27.88

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

HSBC Equity Savings Fund - Regular Growth

Others 32.97 30.31
Communication Services 9.32 -
Energy 4.49 2.24
Technology 3.54 6.08
Consumer Cyclical 11.11 9.62
Healthcare 1.04 1.82
Consumer Defensive 5.04 0.02
Industrials 5.06 11.69
Financial Services 14.57 35.89
Basic Materials 6.18 1.25
Utilities 6.36 1.03
Real Estate 0.31 0.04

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