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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 Large & Mid Cap Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | Kotak MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹33.08 (06 Nov 2026) | ₹18.07 (06 Nov 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Cheenu Gupta | Dhananjay Tikariha |
| Inception | 28 Mar 2019 | 11 Dec 2023 |
| Returns | ||
| 1Y | 9.56% | 27.15% |
| 3Y | 18.30% | — |
| 5Y | 14.09% | — |
| Since Inception | 16.98% | 22.57% |
| Risk | ||
| 17.56 | 14.88 | |
| 1.09 | 0.99 | |
| 0.61 | 1.02 | |
| 5.02 | 3.82 | |
| 1.05 | 2.12 | |
| -15.57% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.33% | 1.03% |
| Exit Load | Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y | 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 MF98%
Kotak MF98%
2.4%Only 2.4% 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.
Common holdingHSBC MFKotak MF
Divi's Laboratories Ltd.2.43%9.35%
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