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Kotak Bluechip Fund vs HSBC Large Cap Fund compare
Kotak Large Cap Fund - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
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) | ₹10342 Cr | ₹1849 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.59% | 1.49% |
| 6 Month | 11.14% | 9.02% |
| 1 Year | 2.05% | -0.92% |
| 3 Year | 14.81% | 14.16% |
| 5 Year | 18.98% | 17.73% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.97% | 3.58% |
| 1 Year | 5.66% | 2.95% |
| 3 Year | 13.88% | 12.71% |
| 5 Year | 14.19% | 13.19% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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 | 0.95% | 0.96% |
| Alpha | 0.79% | -0.36% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 8.12 | 7.38 |
| Large Cap | 79.33 | 84.16 |
| Mid Cap | 8.03 | 6.43 |
| Small Cap | 4.52 | 2.03 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.16 | 2.84 |
| Communication Services | 3.79 | 3.73 |
| Energy | 7.94 | 4.77 |
| Technology | 9.89 | 10.28 |
| Consumer Cyclical | 12.58 | 15.77 |
| Industrials | 8.81 | 9.05 |
| Consumer Defensive | 7.35 | 4.56 |
| Basic Materials | 8.06 | 3.79 |
| Financial Services | 28.85 | 34.85 |
| Healthcare | 4.63 | 6.72 |
| Real Estate | 0.9 | - |
| Utilities | 3.04 | 3.63 |
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