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Kotak Bluechip Fund vs HSBC Large Cap Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹10516 Cr ₹1888 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 1.49% 1.92%
6 Month 8.31% 4.13%
1 Year 2.69% 0.37%
3 Year 18.56% 17.68%
5 Year 20.36% 18.58%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth HSBC Large Cap Fund - Regular Growth
6 Month 7.27% 6.04%
1 Year 10.1% 4.22%
3 Year 16.14% 14.09%
5 Year 15.71% 14.17%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth HSBC Large Cap Fund - Regular Growth
1 Year 15.64% 15.61%
3 Year 13.9% 12.53%
5 Year 13.8% 12.36%

Risk Management

Scheme Name Kotak Large Cap Fund - Growth HSBC Large Cap Fund - Regular Growth
Standard Deviation 12.59% 13.65%
Sharp 1.00% 0.90%
Beta 0.94% 0.99%
Alpha 0.50% -0.56%

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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 6.01 9.68
Large Cap 81.97 81.48
Mid Cap 7.63 6.88
Small Cap 4.39 1.96

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

HSBC Large Cap Fund - Regular Growth

Others 4.58 6.18
Communication Services 3.62 3.56
Energy 7.79 3.89
Technology 11.2 10.19
Consumer Cyclical 12.19 14.1
Healthcare 3.73 6.92
Industrials 8.96 7.92
Consumer Defensive 7.39 5.42
Basic Materials 7.72 3.69
Financial Services 28.19 35.19
Real Estate 0.85 -
Utilities 3.79 2.93

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