HSBC Large Cap Fund vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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HSBC Large Cap Fund - Regular Growth

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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	HSBC Large Cap Fund - Regular Growth
Fund	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹10516 Cr	₹1888 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Dec 1998	10 Dec 2002
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	14.49%	63%
Expense Ratio	1.74	2.13
Manager	Harsha Upadhyaya	Gautam Bhupal
ISIN Code	INF174K01153	INF336L01016
Exits Load	Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Month	-2.05%	-1.82%
6 Month	6.72%	3.68%
1 Year	-0.37%	-2.62%
3 Year	15.91%	14.63%
5 Year	19.32%	17.68%

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	4.12%	3.74%
1 Year	5.99%	1.87%
3 Year	15.13%	13.56%
5 Year	15.18%	13.95%

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Year	15.4%	15.34%
3 Year	13.97%	12.6%
5 Year	13.86%	12.44%

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	12.59%	13.65%
Sharp	1.00%	0.90%
Beta	0.94%	0.99%
Alpha	0.50%	-0.56%

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Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Gautam Bhupal
Total AUM	₹139411 Cr	₹25949 Cr
Funds Managed	11	13
	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	7.91	9.68
Large Cap	79.22	81.48
Mid Cap	8.19	6.88
Small Cap	4.68	1.96

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.36	6.18
Communication Services	3.87	3.56
Energy	8	3.89
Technology	11.06	10.19
Consumer Cyclical	12.09	14.1
Healthcare	3.67	6.92
Industrials	8.87	7.92
Consumer Defensive	6.63	5.42
Basic Materials	8.29	3.69
Financial Services	28.9	35.19
Real Estate	0.97	-
Utilities	3.28	2.93