- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹11081 Cr | ₹1919 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 | -0.33% | 1.22% |
| 6 Month | 1.77% | 3.93% |
| 1 Year | 10.22% | 8.22% |
| 3 Year | 15.49% | 15.76% |
| 5 Year | 14.01% | 12.77% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.45% | 2.31% |
| 1 Year | 9.23% | 12.56% |
| 3 Year | 12.18% | 12.03% |
| 5 Year | 12.93% | 12.68% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 14.66% |
| 3 Year | 14.18% | 12.76% |
| 5 Year | 13.97% | 12.63% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.55% | 12.72% |
| Sharp | 0.84% | 0.78% |
| Beta | 0.94% | 0.93% |
| Alpha | 1.25% | 0.92% |
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 | 8.65 | 7.43 |
| Large Cap | 79.22 | 84.11 |
| Mid Cap | 7.75 | 6.24 |
| Small Cap | 4.37 | 2.22 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.97 | 3.44 |
| Communication Services | 3.89 | 3.83 |
| Energy | 8.22 | 6.53 |
| Technology | 9.64 | 9.98 |
| Consumer Cyclical | 13.07 | 15.41 |
| Industrials | 8.96 | 10.36 |
| Consumer Defensive | 7.46 | 7.11 |
| Basic Materials | 7.43 | 1.81 |
| Financial Services | 29.93 | 33.97 |
| Healthcare | 4.7 | 6.44 |
| Real Estate | 0.88 | - |
| Utilities | 2.85 | 1.11 |
Top Comparisons
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns24.4%
Quant Mid Cap Fund-Growth
3Y Returns12.77%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.94%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.31%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns6.98%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.42%
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns24.32%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns34.53%
