Kotak ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 5.13% | 11.23% |
6 Month | -13.27% | -13.46% |
1 Year | 2.71% | 10.44% |
3 Year | 8.41% | 19.05% |
5 Year | - | 29.87% |
SIP Return Analysis
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -3.67% | -6.93% |
1 Year | -8.76% | -10.64% |
3 Year | 11.45% | 19.99% |
5 Year | - | 21.66% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.958% | 16.92% |
Sharp | 0.268% | 0.627% |
Beta | 0.953% | - |
Alpha | -1.104% | - |
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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 |
Funds Managed | 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 | 3.68 | 3.21 |
Large Cap | 81.52 | 41.17 |
Mid Cap | 10.95 | 11.24 |
Small Cap | 3.85 | 44.38 |
Sector Allocation
Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 1.44 | 4.33 |
Communication Services | 6.69 | - |
Energy | 2.25 | 6.42 |
Technology | 15.06 | 1.43 |
Industrials | 6.63 | 28.03 |
Financial Services | 24.19 | 29.12 |
Consumer Defensive | 3.88 | - |
Healthcare | 6.91 | - |
Consumer Cyclical | 16.69 | 16.85 |
Basic Materials | 13.16 | 12.59 |
Utilities | 3.09 | - |
Real Estate | - | 1.22 |
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