Kotak Focused Equity Fund vs HSBC Focused Fund compare
Kotak Focused Equity Fund- Regular plan _ Growth Option
HSBC Focused Fund - Regular Growth
Chart Comparison
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) | ₹3530 Cr | ₹1688 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 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 | 1.88 | 2.11 |
Manager | Arjun Khanna | Cheenu Gupta |
ISIN Code | INF174KA1EK3 | INF336L01PE6 |
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 Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 1.07% | 3.24% |
6 Month | 20.62% | 16.91% |
1 Year | 38.82% | 40.34% |
3 Year | 17.56% | 18.37% |
5 Year | 20.1% | - |
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 16.78% | 14.17% |
3 Year | 34.49% | 35.03% |
5 Year | 66.61% | 49.61% |
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 21.18% | 19.48% |
3 Year | 50.95% | 46.47% |
5 Year | 73.26% | 53.18% |
Scheme Name | Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.68% | 12.6% |
Sharp | 0.97% | 0.85% |
Beta | 0.89% | 1.04% |
Alpha | -0.21% | -1.74% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 24 | 9 |
Kotak Focused Equity Fund- Regular plan _ Growth Option | HSBC Focused Fund - Regular Growth |
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Large Cap | 81.84 | 54.9 |
Mid Cap | 11.93 | 19.26 |
Small Cap | 4.58 | 19.65 |
Others | 1.33 | 6.19 |
Scheme Name |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
HSBC Focused Fund - Regular Growth |
---|---|---|
Banks | 18.39 | - |
Automobiles | 8.66 | - |
Power | 4.72 | - |
IT - Software | 9.65 | - |
Pharmaceuticals and Biotechnology | 4.19 | - |
Petroleum Products | 4.19 | - |
Aerospace and Defense | 3.99 | - |
Finance | 3.69 | - |
Retailing | 3.61 | - |
Telecom - Services | 3.36 | - |
Gas | 3.29 | - |
Personal Products | 5.27 | - |
Construction | 3.11 | 12.05 |
Cement and Cement Products | 3.02 | - |
Consumer Durables | 4.86 | - |
Auto Components | 5.47 | - |
Industrial Products | 4.07 | - |
Healthcare Services | 2.33 | - |
Chemicals and Petrochemicals | 1.51 | - |
Others | 1.33 | 6.19 |
Beverages | 0.97 | - |
Financial | - | 21.32 |
Energy | - | 8.95 |
Consumer Discretionary | - | 8.88 |
Capital Goods | - | 6.14 |
Healthcare | - | 9.27 |
Technology | - | 6.61 |
Automobile | - | 6.4 |
Services | - | 8.02 |
Metals & Mining | - | 2.83 |
Consumer Staples | - | 2.19 |
Chemicals | - | 1.15 |
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