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HSBC Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
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) | ₹10427 Cr | ₹1832 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 Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.22% | 3% |
| 6 Month | 7.16% | 6.34% |
| 1 Year | 6.73% | 2.25% |
| 3 Year | 15.28% | 14.21% |
| 5 Year | 18.76% | 17.26% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.39% | 0.36% |
| 1 Year | 7.73% | 4.96% |
| 3 Year | 12.32% | 10.78% |
| 5 Year | 13.05% | 11.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.22% | 15.07% |
| 3 Year | 14.04% | 12.65% |
| 5 Year | 13.89% | 12.52% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.78% | 12.17% |
| Sharp | 0.72% | 0.62% |
| Beta | 0.95% | 0.95% |
| Alpha | 0.55% | -0.37% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.54 | 5.5 |
| Large Cap | 79.46 | 85.25 |
| Mid Cap | 7.67 | 6.7 |
| Small Cap | 5.33 | 2.56 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.37 | 2.32 |
| Communication Services | 3.69 | 3.61 |
| Energy | 7.86 | 5.94 |
| Technology | 9.47 | 9.84 |
| Consumer Cyclical | 13.93 | 16.81 |
| Industrials | 8.79 | 11.92 |
| Consumer Defensive | 7.44 | 4.31 |
| Basic Materials | 8.12 | 2.42 |
| Financial Services | 28.87 | 33.53 |
| Healthcare | 4.43 | 7.07 |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | 2.24 |
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