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) | ₹10427 Cr | ₹6621 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 | 3.22% | 1.85% |
| 6 Month | 7.16% | 3.62% |
| 1 Year | 6.73% | 4.64% |
| 3 Year | 15.28% | 17.05% |
| 5 Year | 18.76% | 18.45% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.12% | 2.32% |
| 1 Year | 14.37% | 11.51% |
| 3 Year | 15.19% | 17.15% |
| 5 Year | 14.76% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.22% | 15.03% |
| 3 Year | 14.04% | 13.35% |
| 5 Year | 13.89% | 12.46% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.84% | 12.37% |
| Sharp | 0.73% | 1.02% |
| Beta | 0.95% | 0.86% |
| Alpha | 0.70% | 3.93% |
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 | 7.54 | 12.81 |
| Large Cap | 79.46 | 78.11 |
| Mid Cap | 7.67 | 4.44 |
| Small Cap | 5.33 | 4.65 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.37 | 9.4 |
| Communication Services | 3.69 | 1.52 |
| Energy | 7.86 | 4.36 |
| Technology | 9.47 | 7.44 |
| Consumer Cyclical | 13.93 | 10.55 |
| Industrials | 8.79 | 0.82 |
| Consumer Defensive | 7.44 | 5.9 |
| Basic Materials | 8.12 | 1.04 |
| Financial Services | 28.87 | 42.05 |
| Healthcare | 4.43 | 9.77 |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | 7.15 |
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