HSBC Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹1828 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Month | 2.74% | 0.62% |
6 Month | 2.38% | -2.26% |
1 Year | 9.28% | 5.77% |
3 Year | 17.86% | 17.07% |
5 Year | 23.8% | 21.55% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.18% | 3.81% |
1 Year | 8.61% | 1.6% |
3 Year | 17.35% | 15.17% |
5 Year | 16.64% | 14.91% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 15.88% | 16.04% |
3 Year | 13.9% | 12.53% |
5 Year | 13.72% | 12.28% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.859% | 14.193% |
Sharp | 0.434% | 0.369% |
Beta | 0.925% | 0.998% |
Alpha | 0.048% | -0.734% |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Name | Harsha Upadhyaya | Gautam Bhupal |
Total AUM | ₹139411 Cr | ₹25949 Cr |
Funds Managed | 11 | 13 |
Kotak Bluechip Fund - Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 6.31 | 4.08 |
Large Cap | 81.03 | 82.36 |
Mid Cap | 8.33 | 8.66 |
Small Cap | 4.32 | 4.89 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 5.16 | 1.48 |
Communication Services | 3.4 | 3.56 |
Energy | 6.32 | 6.28 |
Technology | 13.08 | 13.74 |
Consumer Cyclical | 14.34 | 11.58 |
Healthcare | 3.86 | 6.85 |
Industrials | 7.9 | 10.76 |
Consumer Defensive | 8.37 | 6.13 |
Basic Materials | 6.99 | 6.14 |
Financial Services | 25.53 | 27.66 |
Real Estate | 1.08 | 2.04 |
Utilities | 3.98 | 3.81 |
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