Kotak Bluechip Fund vs HSBC Large Cap Fund compare

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)	₹10900 Cr	₹1893 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	1.21%	0.67%
6 Month	6.65%	6.59%
1 Year	10.66%	6.15%
3 Year	15.8%	14.64%
5 Year	17.08%	15.29%

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	3.11%	2.4%
1 Year	14.67%	10.63%
3 Year	14.6%	12.58%
5 Year	14.26%	12.82%

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Year	14.92%	14.9%
3 Year	14.1%	12.72%
5 Year	13.93%	12.57%

Risk Management

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	11.78%	12.17%
Sharp	0.72%	0.62%
Beta	0.95%	0.95%
Alpha	0.55%	-0.37%

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	8.46	5.02
Large Cap	78.67	85.35
Mid Cap	7.85	7.17
Small Cap	5.03	2.46

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	3.38	1.07
Communication Services	3.87	3.8
Energy	7.96	6.28
Technology	9.76	9.59
Consumer Cyclical	13.03	15.83
Industrials	9.01	11.1
Consumer Defensive	7.46	7.17
Basic Materials	7.89	1.89
Financial Services	29.31	34.54
Healthcare	4.39	6.94
Real Estate	0.91	-
Utilities	3.01	1.78

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