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) | ₹11087 Cr | ₹7285 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 | -1.82% | -1.84% |
| 6 Month | 1.79% | 0.57% |
| 1 Year | 10% | 8.34% |
| 3 Year | 15.61% | 17.9% |
| 5 Year | 14.88% | 14.69% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.12% | 1.65% |
| 1 Year | 12.3% | 8.76% |
| 3 Year | 12.74% | 13.73% |
| 5 Year | 13.3% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.71% | 14.68% |
| 3 Year | 14.19% | 13.52% |
| 5 Year | 13.96% | 12.55% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.52% | 10.79% |
| Sharp | 0.78% | 1.02% |
| Beta | 0.96% | 0.86% |
| Alpha | 0.56% | 3.41% |
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 | 9.08 | 13.47 |
| Large Cap | 79.05 | 77.22 |
| Mid Cap | 7.67 | 5.04 |
| Small Cap | 4.21 | 4.27 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
DSP Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.95 | 8.61 |
| Communication Services | 3.9 | 1.49 |
| Energy | 8.39 | 4.38 |
| Technology | 9.89 | 7.44 |
| Consumer Cyclical | 12.94 | 10.51 |
| Industrials | 8.65 | 0.72 |
| Consumer Defensive | 7.27 | 6.07 |
| Basic Materials | 7.61 | 1.11 |
| Financial Services | 29.96 | 43.57 |
| Healthcare | 4.65 | 9.09 |
| Real Estate | 0.87 | - |
| Utilities | 2.9 | 7 |
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