Quant Large Cap Fund Regular vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Quant Large Cap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 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 Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
1 Month | 6.95% | 5.14% |
6 Month | -1.64% | -10.63% |
1 Year | 10.19% | -4.69% |
3 Year | 16.46% | - |
5 Year | 22.5% | - |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
6 Month | 2.34% | -1.85% |
1 Year | -0.52% | -14.32% |
3 Year | 14.12% | - |
5 Year | 14.8% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
1 Year | 15.88% | 40.23% |
3 Year | 13.9% | - |
5 Year | 13.72% | - |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.859% | - |
Sharp | 0.434% | - |
Beta | 0.925% | - |
Alpha | 0.048% | - |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Funds Managed | 11 | 22 |
Kotak Bluechip Fund - Growth | Quant Large Cap Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
Quant Large Cap Fund Regular - Growth |
---|---|---|
Others | 6.31 | 25.96 |
Large Cap | 81.03 | 67.45 |
Mid Cap | 8.33 | 2.56 |
Small Cap | 4.32 | 4.02 |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Quant Large Cap Fund Regular - Growth |
---|---|---|
Others | 5.16 | 25.96 |
Communication Services | 3.4 | - |
Energy | 6.32 | 15.8 |
Technology | 13.08 | 2.43 |
Consumer Cyclical | 14.34 | 5.63 |
Healthcare | 3.86 | 9.89 |
Industrials | 7.9 | 4.65 |
Consumer Defensive | 8.37 | 8.73 |
Basic Materials | 6.99 | 7.48 |
Financial Services | 25.53 | 17.83 |
Real Estate | 1.08 | - |
Utilities | 3.98 | 1.61 |
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