Quant Large Cap Fund Regular vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Quant Large Cap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
Fund | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹10138 Cr | ₹2521 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 08 Aug 2022 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 14.49% | % |
Expense Ratio | 1.74 | 1.93 |
Manager | Harsha Upadhyaya | Sanjeev Sharma |
ISIN Code | INF174K01153 | INF966L01AW4 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
1 Month | 3.2% | 4.27% |
6 Month | 4.6% | 1.13% |
1 Year | 4.29% | -1.36% |
3 Year | 19.52% | - |
5 Year | 20.84% | - |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
6 Month | 9.19% | 10.3% |
1 Year | 12.67% | 7.62% |
3 Year | 16.98% | - |
5 Year | 16.29% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
1 Year | 15.64% | 28.98% |
3 Year | 13.9% | - |
5 Year | 13.8% | - |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.59% | - |
Sharp | 1.00% | - |
Beta | 0.94% | - |
Alpha | 0.50% | - |
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Fund Managers
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Funds Managed | 11 | 22 |
Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Large Cap Fund - Growth |
Quant Large Cap Fund Regular - Growth |
---|---|---|
Others | 6.01 | 11.37 |
Large Cap | 81.97 | 83.28 |
Mid Cap | 7.63 | 1.66 |
Small Cap | 4.39 | 3.68 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Quant Large Cap Fund Regular - Growth |
---|---|---|
Others | 4.58 | 11.37 |
Communication Services | 3.62 | - |
Energy | 7.79 | 16.04 |
Technology | 11.2 | 2.35 |
Consumer Cyclical | 12.19 | 5.94 |
Healthcare | 3.73 | 9.64 |
Industrials | 8.96 | 8.05 |
Consumer Defensive | 7.39 | 11.33 |
Basic Materials | 7.72 | 7.01 |
Financial Services | 28.19 | 18.12 |
Real Estate | 0.85 | 5.23 |
Utilities | 3.79 | 4.92 |
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