Kotak Equity Savings Fund vs HSBC Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
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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