DSP Top 100 Equity Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
DSP Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹10516 Cr | ₹6323 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 29 Dec 1998 | 10 Mar 2003 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | BSE 100 TRI |
Turn Over | 14.49% | 42% |
Expense Ratio | 1.74 | 1.88 |
Manager | Harsha Upadhyaya | Jay Kothari |
ISIN Code | INF174K01153 | INF740K01243 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Top 100 Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.05% | -1.95% |
6 Month | 6.72% | 6.13% |
1 Year | -0.37% | 1.56% |
3 Year | 15.91% | 18.55% |
5 Year | 19.32% | 19.03% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.12% | 3.29% |
1 Year | 5.99% | 7.14% |
3 Year | 15.13% | 18.6% |
5 Year | 15.18% | 17.2% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.4% | 15.15% |
3 Year | 13.97% | 13.29% |
5 Year | 13.86% | 12.41% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.59% | 12.37% |
Sharp | 1.00% | 1.34% |
Beta | 0.94% | 0.86% |
Alpha | 0.50% | 4.98% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Jay Kothari |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 20 |
Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Large Cap Fund - Growth |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.91 | 16.09 |
Large Cap | 79.22 | 75.78 |
Mid Cap | 8.19 | 3.72 |
Small Cap | 4.68 | 4.41 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.36 | 12.02 |
Communication Services | 3.87 | 1.47 |
Energy | 8 | 3.71 |
Technology | 11.06 | 5.97 |
Consumer Cyclical | 12.09 | 13.11 |
Healthcare | 3.67 | 7.46 |
Industrials | 8.87 | 0.96 |
Consumer Defensive | 6.63 | 4.63 |
Basic Materials | 8.29 | 1.31 |
Financial Services | 28.9 | 43.32 |
Real Estate | 0.97 | - |
Utilities | 3.28 | 6.05 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.85%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.78%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns23.34%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.95%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns20.2%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns25%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns16.69%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns19.22%