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	-3.1%	-2.64%
6 Month	5.58%	2.81%
1 Year	-1.41%	-3.53%
3 Year	15.09%	13.97%
5 Year	19.05%	17.47%

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	3.84%	3.51%
1 Year	4.43%	0.47%
3 Year	13.9%	12.41%
5 Year	14.34%	13.13%

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	12.14%	12.62%
Sharp	0.75%	0.64%
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	7.38
Large Cap	79.22	84.16
Mid Cap	8.19	6.43
Small Cap	4.68	2.03

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.36	2.84
Communication Services	3.87	3.73
Energy	8	4.77
Technology	11.06	10.28
Consumer Cyclical	12.09	15.77
Healthcare	3.67	6.72
Industrials	8.87	9.05
Consumer Defensive	6.63	4.56
Basic Materials	8.29	3.79
Financial Services	28.9	34.85
Real Estate	0.97	-
Utilities	3.28	3.63