Kotak Pioneer Fund vs HSBC Business Cycles Fund compare

Kotak Pioneer Fund- Regular Plan- Growth Option

HSBC Business Cycles Fund - Regular Growth

Overview

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Fund	Kotak Pioneer 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)	₹2588 Cr	₹925 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	31 Oct 2019	20 Aug 2014
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI,MSCI ACWI Information Technology TRI	NIFTY 500 TRI
Turn Over	9.69%	28%
Expense Ratio	1.89	2.35
Manager	Arjun Khanna	Venugopal Manghat
ISIN Code	INF174KA1EW8	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 Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Month	3.26%	2.75%
6 Month	22.74%	25.5%
1 Year	47.3%	53.88%
3 Year	20.55%	26.31%
5 Year	-	24.78%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	20.6%	24.49%
3 Year	44.81%	54.47%
5 Year	80.63%	97.18%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	28.44%	25.98%
3 Year	62.49%	71.34%
5 Year	89.6%	107.95%

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.71%	13.82%
Sharp	0.98%	1.28%
Beta	0.81%	0.96%
Alpha	2.52%	5.23%

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Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Name	Arjun Khanna	Venugopal Manghat
Total AUM	₹169639 Cr	₹41442 Cr
Fund Manage	24	7
	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	18.98	2.77
Large Cap	42.16	43.45
Mid Cap	25.93	10.07
Small Cap	13.94	43.71

Scheme Name	Kotak Pioneer Fund- Regular Plan- Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	18.98	1.39
Petroleum Products	4.78	-
Banks	4.78	-
Pharmaceuticals and Biotechnology	4.1	-
Auto Components	13.24	-
Commercial Services and Supplies	1.7	-
Automobiles	5.59	-
Personal Products	0.52	-
Electrical Equipment	3.77	-
Industrial Products	5.73	-
Insurance	3.89	-
IT - Services	1.13	-
Retailing	9.18	-
Finance	2.61	-
Gas	0.64	-
Entertainment	0.2	-
IT - Software	3.2	-
Consumer Durables	2.22	-
Telecom - Services	2.92	-
Chemicals and Petrochemicals	1.41	-
Healthcare Services	1.33	-
Financial Technology (Fintech)	1.41	-
Diversified	1.04	-
Fertilizers and Agrochemicals	0.99	-
Transport Services	3.09	-
Leisure Services	1.19	-
Realty	1.37	-
Energy	-	4.53
Capital Goods	-	15.45
Construction	-	17.05
Financial	-	17.4
Metals & Mining	-	5.53
Consumer Staples	-	2.06
Chemicals	-	2.15
Automobile	-	2.06
Services	-	18.75
Materials	-	7.58
Consumer Discretionary	-	4.3
Textiles	-	1.75