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HDFC Top 100 Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon 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) ₹10235 Cr ₹37659 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 2.56% 2.38%
6 Month 14.79% 12.19%
1 Year -0.08% -2.8%
3 Year 15.5% 16.61%
5 Year 18.45% 21.09%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth HDFC Large Cap Fund - Growth Option - Regular Plan
6 Month 3.32% 2.66%
1 Year 10.77% 7.91%
3 Year 14.62% 13.49%
5 Year 14.42% 15.53%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth HDFC Large Cap Fund - Growth Option - Regular Plan
1 Year 15.4% 16.87%
3 Year 13.97% 15.55%
5 Year 13.86% 15%

Risk Management

Scheme Name Kotak Large Cap Fund - Growth HDFC Large Cap Fund - Growth Option - Regular Plan
Standard Deviation 12.13% 12.25%
Sharp 0.60% 0.68%
Beta 0.95% 0.95%
Alpha 0.66% 1.75%

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 8.12 4.56
Large Cap 79.33 88.15
Mid Cap 8.03 7.29
Small Cap 4.52 -

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

HDFC Large Cap Fund - Growth Option - Regular Plan

Others 4.16 4.04
Communication Services 3.79 5.99
Energy 7.94 5.49
Technology 9.89 4.74
Consumer Cyclical 12.58 15.09
Industrials 8.81 7.55
Consumer Defensive 7.35 5.93
Basic Materials 8.06 5.15
Financial Services 28.85 32.74
Healthcare 4.63 8.78
Real Estate 0.9 0.44
Utilities 3.04 4.06

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