Kotak Bluechip Fund vs HSBC Large Cap Fund compare

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Kotak Large Cap Fund - Growth

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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)	₹10138 Cr	₹1826 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

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Month	3.2%	3.87%
6 Month	4.6%	-0.35%
1 Year	4.29%	2.19%
3 Year	19.52%	18.95%
5 Year	20.84%	18.89%

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	9.9%	8.23%
1 Year	13.1%	7.02%
3 Year	18.03%	15.95%
5 Year	16.88%	15.33%

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%

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	13.04%	14.05%
Sharp	0.77%	0.68%
Beta	0.94%	0.99%
Alpha	0.52%	-0.44%

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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

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

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.58	100
Communication Services	3.62	-
Energy	7.79	-
Technology	11.2	-
Consumer Cyclical	12.19	-
Healthcare	3.73	-
Industrials	8.96	-
Consumer Defensive	7.39	-
Basic Materials	7.72	-
Financial Services	28.19	-
Real Estate	0.85	-
Utilities	3.79	-