HDFC Top 100 Fund vs Kotak Bluechip Fund compare

HDFC Top 100 Fund vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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HDFC Large Cap Fund - Growth Option - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Fund	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹11087 Cr	₹40604 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Dec 1998	11 Oct 1996
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	14.49%	14.32%
Expense Ratio	1.74	1.62
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01153	INF179K01BE2
Exits Load	Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HDFC Large Cap Fund - 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	HDFC Large Cap Fund - Growth Option - Regular Plan
1 Month	-3.08%	-2.89%
6 Month	1.26%	0.34%
1 Year	11%	8.81%
3 Year	15.36%	15.55%
5 Year	14.21%	16.23%

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
6 Month	-2.18%	-1.77%
1 Year	2.58%	1.56%
3 Year	10.37%	9.25%
5 Year	12.01%	12.86%

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
1 Year	14.71%	17.49%
3 Year	14.19%	16.59%
5 Year	13.96%	15.29%

Risk Management

Scheme Name	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Standard Deviation	11.55%	12.11%
Sharp	0.84%	0.89%
Beta	0.94%	0.91%
Alpha	1.25%	1.78%

Fund Managers

Scheme Name	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Funds Managed	11	40
	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan

Market Cap

Scheme Name	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Others	9.08	4.07
Large Cap	79.05	87.43
Mid Cap	7.67	8.5
Small Cap	4.21	-

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	HDFC Large Cap Fund - Growth Option - Regular Plan
Others	2.95	1.15
Communication Services	3.9	6.18
Energy	8.39	6.09
Technology	9.89	3.19
Consumer Cyclical	12.94	18.18
Industrials	8.65	7.61
Consumer Defensive	7.27	4.57
Basic Materials	7.61	5.25
Financial Services	29.96	34.58
Healthcare	4.65	10.44
Real Estate	0.87	0.36
Utilities	2.9	2.41

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