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Kotak Focused Equity Fund vs HSBC Focused Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3349 Cr | ₹1628 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Jul 2019 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 21.79% | 95% |
| Expense Ratio | 1.9 | 2.09 |
| Manager | Arjun Khanna | Cheenu Gupta |
| ISIN Code | INF174KA1EK3 | INF336L01PE6 |
| Exits Load | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Focused Fund - Regular Plan - 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 Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 6.47% | 9% |
| 6 Month | -7.21% | -10.2% |
| 1 Year | 8.39% | 4.75% |
| 3 Year | 12.14% | 13.06% |
| 5 Year | 21.82% | - |
SIP Return Analysis
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.87% | -6.67% |
| 1 Year | -12.19% | -15.08% |
| 3 Year | 10.79% | 10.98% |
| 5 Year | 13.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.28% | 21.56% |
| 3 Year | 17.37% | 18.11% |
| 5 Year | 18.3% | - |
Risk Management
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.295% | 16.134% |
| Sharp | 0.368% | 0.335% |
| Beta | 0.898% | 1.037% |
| Alpha | -1.119% | -1.531% |
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Fund Managers
| Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Arjun Khanna | Cheenu Gupta |
| Total AUM | ₹169639 Cr | ₹0 Cr |
| Funds Managed | 24 | 9 |
| Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.22 | 11.94 |
| Large Cap | 75.43 | 32.27 |
| Mid Cap | 12.09 | 20.59 |
| Small Cap | 8.26 | 35.21 |
Sector Allocation
| Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 1.27 | 9.93 |
| Energy | 3.85 | 3.23 |
| Technology | 13.03 | 12.64 |
| Industrials | 19.62 | 16.16 |
| Financial Services | 24.56 | 26.78 |
| Healthcare | 7.2 | 13.33 |
| Consumer Cyclical | 13.45 | 9.48 |
| Consumer Defensive | 2.32 | 3.03 |
| Utilities | 6.27 | - |
| Communication Services | 5.24 | - |
| Basic Materials | 3.19 | 5.42 |
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