Kotak Equity Savings Fund vs HSBC Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Savings Fund - Regular - Growth

Invest Now

tortoise-icon HSBC Equity Savings Fund - Regular Growth

Invest Now

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) ₹7089 Cr ₹341 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Oct 2014 01 Jan 2013
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 1.79 1.51
Manager Abhishek Bisen Mahesh A Chhabria
ISIN Code INF174K01C78 INF917K01AA5
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
1 Month -2.16% -1.82%
6 Month 3.61% 7.62%
1 Year 14.63% 21.17%
3 Year 10.31% 12.23%
5 Year 10.77% 12.84%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 10.58% 19%
3 Year 13.11% 16.86%
5 Year 12.39% 15.09%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 8.66% 8%
3 Year 8.72% 9.28%
5 Year 8.63% 8.14%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 3.82% 4.64%
Sharp 1.46% 1.25%
Beta 0.7% 0.78%
Alpha 3.58% 3.82%

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 Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
Name Abhishek Bisen Mahesh A Chhabria
Total AUM ₹0 Cr ₹15021 Cr
Fund Manage 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 29.09 31.55
Large Cap 21.05 30.66
Mid Cap 5.33 18.54
Small Cap 7.64 19.25

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

HSBC Equity Savings Fund - Regular Growth

Others 27.44 1.65
Telecom - Services 0.85 -
Petroleum Products 1.39 -
IT - Software 3.49 -
Pharmaceuticals & Biotechnology 0.51 -
Cement & Cement Products -0.01 -
Personal Products 1.16 -
Construction 1 8.61
Ferrous Metals 0 -
Finance 1.51 -
Banks 3.39 -
Retailing 2.59 -
Diversified FMCG 2.24 -
Non - Ferrous Metals -0.01 -
Leisure Services 1.3 -
Aerospace & Defense 0 -
Realty 0 -
Other Electrical Equipment 0.05 -
Insurance 1.27 -
Automobiles 3.72 -
Gas 2.17 -
Consumer Durables 1.93 -
Diversified Metals 0 -
Oil -0.01 -
Power 2.02 -
Entertainment 0.45 -
Electrical Equipment 0 -
Metals & Minerals Trading -0.01 -
Healthcare Services 0.26 -
Minerals & Mining 0 -
Fertilizers & Agrochemicals 0 -
Transport Services 0.74 -
Transport Infrastructure -0.02 -
Capital Markets 1.05 -
Auto Components 0.82 -
Textiles & Apparels 0.25 -
Beverages 0.99 -
Industrial Manufacturing 0.58 -
Sovereign - 13.5
Capital Goods - 23.15
Technology - 3.27
Financial - 20.73
Services - 9.17
Materials - 2.54
Energy - 0.72
Metals & Mining - 6.34
Consumer Staples - 4.31
Communication - 0.35
Chemicals - 2.13
Healthcare - 0.15
Consumer Discretionary - 3.29
Automobile - 0.09

Top Comparisons

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns12.64%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns12.24%

Compare Now

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns13.87%

VS

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns15.96%

VS

LIC MF ELSS Regular Plan-Growth LIC MF ELSS Regular Plan-Growth

3Y Returns12.86%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns14.93%

VS

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns13.75%

Compare Now
Request call back
Add to Cart Successfully