HSBC Large Cap Fund vs Kotak Bluechip Fund compare

Link copied to clipboard!

Kotak Bluechip Fund - Growth

Invest Now

HSBC Large Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Fund	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹9268 Cr	₹1828 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Dec 1998	10 Dec 2002
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	14.49%	63%
Expense Ratio	1.74	2.13
Manager	Harsha Upadhyaya	Gautam Bhupal
ISIN Code	INF174K01153	INF336L01016
Exits Load	Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Month	-2.04%	-2.78%
6 Month	-9.04%	-9.75%
1 Year	6.3%	3.7%
3 Year	12%	11.54%
5 Year	14.99%	13.84%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	-	-
1 Year	-5.56%	-7.71%
3 Year	12.64%	12.5%
5 Year	15.09%	14.28%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Year	15.88%	16.04%
3 Year	13.9%	12.53%
5 Year	13.72%	12.28%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	12.419%	13.598%
Sharp	0.522%	0.473%
Beta	0.925%	0.989%
Alpha	-0.21%	-0.718%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Gautam Bhupal
Total AUM	₹139411 Cr	₹25949 Cr
Fund Manage	11	13
	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.34	2.06
Large Cap	83.85	81.25
Mid Cap	10.08	10.78
Small Cap	2.4	5.91

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.34	2.06
Telecom - Services	3.35	3.33
Petroleum Products	6.45	3.19
IT - Software	12.16	12.16
Pharmaceuticals & Biotechnology	3.05	7.11
Construction	3.88	4.73
Retailing	2.63	5.72
Diversified FMCG	5.39	3.52
Non - Ferrous Metals	0.91	-
Banks	21.49	20.16
Aerospace & Defense	0.75	5.05
Cement & Cement Products	2.09	2.1
Ferrous Metals	1.18	1.95
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	3.03
Automobiles	6.74	2.46
Personal Products	1.6	-
Finance	3.96	5.46
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	1
Consumer Durables	2.1	1.45
Industrial Products	0.92	-
Auto Components	4.76	-
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	1.72
Transport Services	1.61	1.82
Power	3.84	2.19
Insurance	0.62	-
Beverages	1.31	1.68
Oil	-	1.26
Capital Markets	-	4.09
Textiles & Apparels	-	0.5
Leisure Services	-	2.26