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) | ₹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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