Kotak ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare

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tortoise-icon Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

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tortoise-icon 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 Very High
Asset Size (Cr) ₹943 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 2.23 2.28
Manager Harsha Upadhyaya Venugopal Manghat
ISIN Code INF174KA1FF0 INF917K01RF8
Exits Load Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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

Trailing Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month -5.5% -6.48%
6 Month -4.27% 0.28%
1 Year 12.95% 33.29%
3 Year 9.18% 21.49%
5 Year - 22.01%

SIP Return Analysis

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 6.67% 26.67%
3 Year 15.76% 31.23%
5 Year - 28.2%

Rolling Lumpsum Returns

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 13.83% 11.86%
3 Year 12.93% 11.87%
5 Year - 9.57%

Risk Management

Scheme Name Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 12.83% 13.82%
Sharp 0.61% 1.28%
Beta 0.87% 0.96%
Alpha -0.88% 5.23%

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Fund Managers

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

Market Cap

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 1.65 3.42
Large Cap 75.34 39.79
Mid Cap 21.08 10.51
Small Cap 1.93 46.28

Sector Allocation

Scheme Name

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 0.92 3.42
Communication 4.24 -
Energy 5.09 -
Technology 11.05 -
Construction 5.38 13.49
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 - 3.69
Finance - 5.68
Banks - 11.28
Non - Ferrous Metals - 0.93
Electrical Equipment - 5.31
Paper, Forest & Jute Products - 2.36
Chemicals & Petrochemicals - 2.79
Industrial Products - 6.76
Auto Components - 2.09
Capital Markets - 7.84
Gas - 2.58
Consumer Durables - 5.35
Ferrous Metals - 0.81
Leisure Services - 0.98
Aerospace & Defense - 3.03
Industrial Manufacturing - 2.2
Cement & Cement Products - 3.1
Financial Technology (Fintech) - 2.78
Automobiles - 1.2
Fertilizers & Agrochemicals - 1.67
Realty - 1.65
Textiles & Apparels - 2.28
Retailing - 6.73

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