Kotak Bluechip Fund vs DSP Top 100 Equity Fund compare
Kotak Large Cap Fund - Growth
DSP Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹10342 Cr | ₹6399 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 29 Dec 1998 | 10 Mar 2003 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | BSE 100 TRI |
Turn Over | 14.49% | 42% |
Expense Ratio | 1.74 | 1.88 |
Manager | Harsha Upadhyaya | Jay Kothari |
ISIN Code | INF174K01153 | INF740K01243 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Top 100 Equity Fund - Regular Plan - 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 | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.31% | -1.36% |
6 Month | 11.41% | 8.5% |
1 Year | 1% | 2.13% |
3 Year | 15.23% | 17.86% |
5 Year | 18.69% | 18.52% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.97% | 1.24% |
1 Year | 5.66% | 4.14% |
3 Year | 13.88% | 16.42% |
5 Year | 14.19% | 15.74% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.4% | 15.15% |
3 Year | 13.97% | 13.29% |
5 Year | 13.86% | 12.41% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.14% | 12.37% |
Sharp | 0.75% | 1.08% |
Beta | 0.95% | 0.84% |
Alpha | 0.79% | 4.54% |
Fund Managers
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Jay Kothari |
Total AUM | ₹139411 Cr | ₹0 Cr |
Funds Managed | 11 | 20 |
Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Large Cap Fund - Growth |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.12 | 12.84 |
Large Cap | 79.33 | 78.42 |
Mid Cap | 8.03 | 4 |
Small Cap | 4.52 | 4.74 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.16 | 9.06 |
Communication Services | 3.79 | 1.39 |
Energy | 7.94 | 4.07 |
Technology | 9.89 | 6.19 |
Consumer Cyclical | 12.58 | 12.88 |
Industrials | 8.81 | 0.89 |
Consumer Defensive | 7.35 | 4.77 |
Basic Materials | 8.06 | 1.32 |
Financial Services | 28.85 | 43.37 |
Healthcare | 4.63 | 9.76 |
Real Estate | 0.9 | - |
Utilities | 3.04 | 6.3 |
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