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) | ₹10235 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 | 3.08% | 2.59% |
6 Month | 14.78% | 11.32% |
1 Year | 0.3% | 1.2% |
3 Year | 15.68% | 18.07% |
5 Year | 18.73% | 18.87% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.32% | 2.08% |
1 Year | 10.77% | 9.14% |
3 Year | 14.62% | 17.09% |
5 Year | 14.42% | 15.98% |
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 | 12.13% | 12.37% |
Sharp | 0.60% | 0.91% |
Beta | 0.95% | 0.85% |
Alpha | 0.66% | 4.24% |
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 | 7.34 | 14.17 |
Large Cap | 80.1 | 77.39 |
Mid Cap | 7.7 | 3.69 |
Small Cap | 4.87 | 4.75 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
DSP Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.41 | 10.4 |
Communication Services | 3.79 | 1.55 |
Energy | 7.78 | 3.92 |
Technology | 9.96 | 6.9 |
Consumer Cyclical | 13.46 | 10.05 |
Industrials | 8.74 | 0.86 |
Consumer Defensive | 7.96 | 5.2 |
Basic Materials | 8.08 | 1.23 |
Financial Services | 28.45 | 43.01 |
Healthcare | 4.52 | 9.79 |
Real Estate | 0.88 | - |
Utilities | 2.97 | 7.09 |
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