Compare funds
Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
Pick funds to compare
2/5 selectedHSBC Focused FundKotak Focused Fund Dir Plan Gr
Portfolio overlap
lower = better diversificationHSBC Focused × Kotak Focused33%8 shared stocks · moderate
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | 7.2%BEST | 4.3% | ||
3Y return | 14.5%BEST | 14.2% | ||
5Y return | 12.5%BEST | 12.1% | ||
Since launch | 19.3%BEST | 16.6% | ||
| Vs category benchmark | ||||
1Y vs index | +9.3%BEST | +6.4% | ||
3Y vs index | +4.7%BEST | +4.4% | ||
5Y vs index | +3.0%BEST | +2.6% | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.70 | 0.78BEST | ||
Sortino ratio | 0.70 | 0.75BEST | ||
Std deviation | 16.77 | 14.52BEST | ||
Alpha | 3.33 | 3.73BEST | ||
Beta | 1.01 | 0.92 | ||
| Cost & size | ||||
Expense ratio | 1.04% | 0.73%BEST | ||
Fund size | ₹1.8k Cr | ₹4.5k CrBEST | ||
Portfolio P/E | 34.23 | 31.74BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Neelotpal Sahai | Arjun Khanna, Shibani Sircar Kurian | ||
Benchmark | Nifty 500 TRI | Nifty 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 22 Jul 2020 | 16 Jul 2019 | ||
| Top 5 holdings | ||||
Biggest positions |
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