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) | ₹11081 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 | 0.13% | -0.39% |
| 6 Month | 4.61% | 2.96% |
| 1 Year | 4.74% | 1.17% |
| 3 Year | 14.81% | 13.85% |
| 5 Year | 15.84% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.9% | 1.86% |
| 1 Year | 15.47% | 13.25% |
| 3 Year | 14.2% | 12.28% |
| 5 Year | 13.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.85% | 16.81% |
| 3 Year | 14.14% | 13.45% |
| 5 Year | 13.94% | - |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.74% | - |
| Sharp | 0.69% | - |
| Beta | 0.95% | - |
| Alpha | 0.77% | - |
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 | 8.46 | 27 |
| Large Cap | 78.67 | 64.69 |
| Mid Cap | 7.85 | 0 |
| Small Cap | 5.03 | 8.32 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Quant Large Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.38 | 24.68 |
| Communication Services | 3.87 | - |
| Energy | 7.96 | 15 |
| Technology | 9.76 | 1.66 |
| Consumer Cyclical | 13.03 | 6.65 |
| Industrials | 9.01 | 6.88 |
| Consumer Defensive | 7.46 | 3.45 |
| Basic Materials | 7.89 | - |
| Financial Services | 29.31 | 22.58 |
| Healthcare | 4.39 | 4.85 |
| Real Estate | 0.91 | 5.21 |
| Utilities | 3.01 | 9.05 |
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