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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | HSBC Infrastructure Fund - Growth - Direct Plan | Kotak Healthcare Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Kotak MF |
| Category | Equity - Sectoral Fund - Infrastructure | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹56.62 (12 Nov 2026) | ₹18.77 (12 Nov 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | Nifty Infrastructure - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Venugopal Manghat | Dhananjay Tikariha |
| Inception | 01 Jan 2013 | 11 Dec 2023 |
| Returns | ||
| 1Y | 6.87% | 33.42% |
| 3Y | 15.89% | — |
| 5Y | 15.68% | — |
| Since Inception | 16.67% | 24.02% |
| Risk | ||
| 19.42 | 14.88 | |
| 1.02 | 0.99 | |
| 0.50 | 1.02 | |
| 2.68 | 3.81 | |
| 1.00 | 2.12 | |
| -13.58% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.12% | 1.03% |
| Exit Load | Nil upto 10% of units and 1% for remaining units on or before 90D, Nil after 90D | 0.50% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
HSBC MF100%
Kotak MF100%
0.0%Only 0.0% of holdings by weight are common between HSBC MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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