Kotak Bluechip Fund vs HSBC Large Cap Fund compare

Overview

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Fund	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9327 Cr	₹1928 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	1.75	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 Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Month	-4.44%	-5.76%
6 Month	-5.93%	-4.57%
1 Year	11.95%	11.46%
3 Year	12.61%	12.39%
5 Year	15.27%	14.15%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	-	-
1 Year	-1.33%	-2.19%
3 Year	14.79%	15.18%
5 Year	16.48%	16%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Year	15.83%	15.92%
3 Year	13.91%	12.52%
5 Year	13.65%	12.17%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	11.55%	12.72%
Sharp	0.54%	0.84%
Beta	0.9%	0.98%
Alpha	1.13%	0.05%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Gautam Bhupal
Total AUM	₹139411 Cr	₹25949 Cr
Fund Manage	11	13
	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.34	3.47
Large Cap	83.85	85.69
Mid Cap	10.08	6.87
Small Cap	2.4	3.97

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.34	3.47
Telecom - Services	3.35	3.14
Petroleum Products	6.45	4.65
IT - Software	12.16	11.41
Pharmaceuticals & Biotechnology	3.05	6.53
Construction	3.88	4.78
Retailing	2.63	5.49
Diversified FMCG	5.39	2.57
Non - Ferrous Metals	0.91	-
Banks	21.49	18.42
Aerospace & Defense	0.75	4.67
Cement & Cement Products	2.09	2.01
Ferrous Metals	1.18	1.86
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	2.96
Automobiles	6.74	2.53
Personal Products	1.6	-
Finance	3.96	8.08
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	1.02
Consumer Durables	2.1	1.42
Industrial Products	0.92	-
Auto Components	4.76	-
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	1.58
Transport Services	1.61	1.73
Power	3.84	2.34
Insurance	0.62	-
Beverages	1.31	1.6
Oil	-	1.32
Capital Markets	-	3.97
Textiles & Apparels	-	0.46
Leisure Services	-	1.99