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) | ₹10900 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 | 2.73% | 2.9% |
| 6 Month | 5.83% | 7.83% |
| 1 Year | 9.86% | 4.64% |
| 3 Year | 15.27% | 14.83% |
| 5 Year | 17.15% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.11% | 2.92% |
| 1 Year | 14.67% | 13.97% |
| 3 Year | 14.6% | 13.3% |
| 5 Year | 14.26% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.92% | 16.81% |
| 3 Year | 14.1% | 13.45% |
| 5 Year | 13.93% | - |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.78% | - |
| Sharp | 0.72% | - |
| Beta | 0.95% | - |
| Alpha | 0.55% | - |
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 | 7.54 | 25.49 |
| Large Cap | 79.46 | 64.33 |
| Mid Cap | 7.67 | 2.1 |
| Small Cap | 5.33 | 8.07 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Quant Large Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.37 | 21.72 |
| Communication Services | 3.69 | - |
| Energy | 7.86 | 15.21 |
| Technology | 9.47 | 5.02 |
| Consumer Cyclical | 13.93 | 6.84 |
| Industrials | 8.79 | 7.79 |
| Consumer Defensive | 7.44 | 3.62 |
| Basic Materials | 8.12 | - |
| Financial Services | 28.87 | 21.44 |
| Healthcare | 4.43 | 6.95 |
| Real Estate | 0.86 | 5.21 |
| Utilities | 3.17 | 6.21 |
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