Kotak ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare

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Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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HSBC Business Cycles 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 ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Fund	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High Risk	Very High
Asset Size (Cr)	₹861 Cr	₹995 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	07 Dec 2020	20 Aug 2014
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	NIFTY 500 TRI
Turn Over	24.49%	28%
Expense Ratio	2.27	2.28
Manager	Harsha Upadhyaya	Venugopal Manghat
ISIN Code	INF174KA1FF0	INF917K01RF8
Exits Load	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Month	-0.97%	-6.78%
6 Month	-10.07%	-13.76%
1 Year	3.46%	7.33%
3 Year	9.28%	17.96%
5 Year	-	17.35%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	-9.14%	-13.01%
3 Year	10.37%	17.5%
5 Year	-	20.7%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	13.94%	12.53%
3 Year	12.63%	12.41%
5 Year	-	10.07%

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	13.958%	15.538%
Sharp	0.268%	0.837%
Beta	0.953%	-
Alpha	-1.104%	-

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Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Name	Harsha Upadhyaya	Venugopal Manghat
Total AUM	₹139411 Cr	₹41442 Cr
Fund Manage	11	7
	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	1.65	3.65
Large Cap	75.34	38.95
Mid Cap	21.08	11.82
Small Cap	1.93	45.58

Scheme Name	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	0.92	3.65
Communication	4.24	-
Energy	5.09	-
Technology	11.05	-
Construction	5.38	13.2
Financial	24.78	-
Consumer Staples	3.83	-
Metals & Mining	5.11	-
Healthcare	6.31	-
Automobile	15.74	-
Materials	8.19	-
Chemicals	4.4	-
Services	4.59	-
Unclassified	0.37	-
Petroleum Products	-	3.41
Finance	-	5.34
Capital Markets	-	9.22
Banks	-	10.83
Non - Ferrous Metals	-	0.84
Electrical Equipment	-	5.26
Paper, Forest & Jute Products	-	2.12
Aerospace & Defense	-	4.02
Chemicals & Petrochemicals	-	2.67
Industrial Products	-	6.38
Auto Components	-	1.89
Gas	-	2.29
Consumer Durables	-	5.85
Ferrous Metals	-	0.82
Leisure Services	-	1.06
Industrial Manufacturing	-	1.92
Cement & Cement Products	-	2.84
Financial Technology (Fintech)	-	3.04
Textiles & Apparels	-	2.92
Automobiles	-	1.14
Fertilizers & Agrochemicals	-	1.51
Realty	-	1.2
Retailing	-	6.58