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
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹1015 Cr | ₹925 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 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 | 2.21 | 2.35 |
| Manager | Harsha Upadhyaya | Venugopal Manghat |
| ISIN Code | INF174KA1FF0 | INF917K01RF8 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.46% | 2.75% |
| 6 Month | 16.93% | 25.5% |
| 1 Year | 33.88% | 53.88% |
| 3 Year | 13.13% | 26.31% |
| 5 Year | - | 24.78% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.37% | 24.49% |
| 3 Year | 30.56% | 54.47% |
| 5 Year | 34.44% | 97.18% |
| Scheme Name | Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.81% | 25.98% |
| 3 Year | 36.29% | 71.34% |
| 5 Year | 38.77% | 107.95% |
| 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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| 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 | 2.77 |
| Large Cap | 75.34 | 43.45 |
| Mid Cap | 21.08 | 10.07 |
| Small Cap | 1.93 | 43.71 |
| Scheme Name |
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 0.92 | 1.39 |
| Communication | 4.24 | - |
| Energy | 5.09 | 4.53 |
| Technology | 11.05 | - |
| Construction | 5.38 | 17.05 |
| Financial | 24.78 | 17.4 |
| Consumer Staples | 3.83 | 2.06 |
| Metals & Mining | 5.11 | 5.53 |
| Healthcare | 6.31 | - |
| Automobile | 15.74 | 2.06 |
| Materials | 8.19 | 7.58 |
| Chemicals | 4.4 | 2.15 |
| Services | 4.59 | 18.75 |
| Unclassified | 0.37 | - |
| Capital Goods | - | 15.45 |
| Consumer Discretionary | - | 4.3 |
| Textiles | - | 1.75 |
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