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) | ₹10235 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 | 2.56% | 2.35% |
6 Month | 14.79% | 15.5% |
1 Year | -0.08% | -6.71% |
3 Year | 15.5% | 13.44% |
5 Year | 18.45% | - |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
6 Month | 3.32% | 3.21% |
1 Year | 10.77% | 7.52% |
3 Year | 14.62% | 13.01% |
5 Year | 14.42% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
1 Year | 15.4% | 22.15% |
3 Year | 13.97% | - |
5 Year | 13.86% | - |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.13% | - |
Sharp | 0.60% | - |
Beta | 0.95% | - |
Alpha | 0.66% | - |
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 | 8.12 | 22.48 |
Large Cap | 79.33 | 64.33 |
Mid Cap | 8.03 | 2.78 |
Small Cap | 4.52 | 10.41 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Quant Large Cap Fund Regular - Growth |
---|---|---|
Others | 4.16 | 18.83 |
Communication Services | 3.79 | - |
Energy | 7.94 | 15.14 |
Technology | 9.89 | 1.96 |
Consumer Cyclical | 12.58 | 5.38 |
Industrials | 8.81 | 7.68 |
Consumer Defensive | 7.35 | 6.37 |
Basic Materials | 8.06 | 0 |
Financial Services | 28.85 | 20.82 |
Healthcare | 4.63 | 9.07 |
Real Estate | 0.9 | 5.89 |
Utilities | 3.04 | 8.86 |
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