HDFC Top 100 Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
HDFC Large Cap Fund - Growth Option - Regular Plan
Chart Comparison
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) | ₹10516 Cr | ₹37716 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 | 1% | 1.48% |
6 Month | 7.71% | 6.19% |
1 Year | 1.22% | -0.55% |
3 Year | 17.71% | 19.27% |
5 Year | 19.72% | 21.96% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
6 Month | 7.27% | 5.42% |
1 Year | 10.1% | 6.08% |
3 Year | 16.14% | 15.17% |
5 Year | 15.71% | 17.01% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Year | 15.64% | 17.07% |
3 Year | 13.9% | 15.48% |
5 Year | 13.8% | 14.95% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Standard Deviation | 12.59% | 12.65% |
Sharp | 1.00% | 1.07% |
Beta | 0.94% | 0.93% |
Alpha | 0.50% | 1.54% |
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 | 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 | 7.91 | 2.82 |
Large Cap | 79.22 | 90.56 |
Mid Cap | 8.19 | 6.62 |
Small Cap | 4.68 | - |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 4.36 | 2.34 |
Communication Services | 3.87 | 6.16 |
Energy | 8 | 6.38 |
Technology | 11.06 | 6.45 |
Consumer Cyclical | 12.09 | 14.04 |
Healthcare | 3.67 | 7.17 |
Industrials | 8.87 | 8.61 |
Consumer Defensive | 6.63 | 5.82 |
Basic Materials | 8.29 | 4.11 |
Financial Services | 28.9 | 33.95 |
Real Estate | 0.97 | 0.46 |
Utilities | 3.28 | 4.51 |
Top Comparisons
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns21.71%
SBI Balanced Advantage Fund Regular Growth
3Y Returns15.23%
HDFC Corporate Bond Fund - Growth Option
3Y Returns8.06%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.59%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns7.56%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.65%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns14.65%
Franklin India Balanced Advantage Fund- Growth
3Y Returns0%