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 | 0.51% | -0.33% |
| 6 Month | 5.17% | 3.44% |
| 1 Year | 8.79% | 4.62% |
| 3 Year | 16.66% | 15.92% |
| 5 Year | 15.8% | - |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.56% | -0.17% |
| 1 Year | 11.93% | 8.4% |
| 3 Year | 13.74% | 11.7% |
| 5 Year | 13.9% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.82% | 16.81% |
| 3 Year | 14.16% | 13.45% |
| 5 Year | 13.95% | - |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Quant Large Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.55% | - |
| Sharp | 0.76% | - |
| Beta | 0.93% | - |
| Alpha | 1.53% | - |
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 | 8.65 | 36.67 |
| Large Cap | 79.22 | 57.6 |
| Mid Cap | 7.75 | - |
| Small Cap | 4.37 | 5.72 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Quant Large Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.97 | 34.57 |
| Communication Services | 3.89 | - |
| Energy | 8.22 | 14.2 |
| Technology | 9.64 | 3.1 |
| Consumer Cyclical | 13.07 | 8.19 |
| Industrials | 8.96 | 6.73 |
| Consumer Defensive | 7.46 | 1.05 |
| Basic Materials | 7.43 | - |
| Financial Services | 29.93 | 16.81 |
| Healthcare | 4.7 | 6.63 |
| Real Estate | 0.88 | 3.03 |
| Utilities | 2.85 | 5.71 |
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