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 1.43% 1.3%
6 Month 9.71% 14.29%
1 Year 21.04% 26.28%
3 Year 13% 13.31%
5 Year 12.28% 13.7%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 9.08% 11.7%
3 Year 22.75% 25.45%
5 Year 37.57% 42.82%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 8.65% 8.02%
3 Year 8.73% 9.31%
5 Year 8.63% 8.17%

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

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns5.94%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.2%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns18.34%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns12.4%

Compare Now

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns5.71%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns5.7%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns20.21%

VS

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns17.68%

Compare Now
Request call back
Add to Cart Successfully