Kotak ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
Invest NowHSBC Business Cycles Fund - Regular Growth
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 | 3.42 |
Large Cap | 75.34 | 39.79 |
Mid Cap | 21.08 | 10.51 |
Small Cap | 1.93 | 46.28 |
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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