HSBC Large Cap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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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 Very High
Asset Size (Cr) ₹9461 Cr ₹1896 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 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth HSBC Large Cap Fund - Regular Growth
1 Month 0.69% 2.83%
6 Month 18.56% 17.35%
1 Year 36.59% 38.14%
3 Year 16.49% 16.79%
5 Year 20.41% 18.73%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth HSBC Large Cap Fund - Regular Growth
6 Month - -
1 Year 15.77% 13.47%
3 Year 33.55% 31.86%
5 Year 64.9% 58.47%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth HSBC Large Cap Fund - Regular Growth
1 Year 20.58% 18.79%
3 Year 49.28% 45.54%
5 Year 70.83% 65.33%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth HSBC Large Cap Fund - Regular Growth
Standard Deviation 11.55% 12.72%
Sharp 0.93% 0.84%
Beta 0.89% 0.98%
Alpha 0.95% 0.05%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

HSBC Large Cap Fund - Regular Growth

Others 4.36 1.95
Large Cap 83.24 84.51
Mid Cap 9.95 11.5
Small Cap 2.59 2.04

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

HSBC Large Cap Fund - Regular Growth

Others 4.25 1.95
Telecom - Services 3.25 -
Petroleum Products 6.99 -
IT - Software 12.45 -
Pharmaceuticals & Biotechnology 3.94 -
Construction 3.65 12.47
Consumer Durables 2.87 -
Retailing 2.21 -
Diversified FMCG 4.84 -
Non - Ferrous Metals 0.88 -
Banks 19.84 -
Aerospace & Defense 0.81 -
Cement & Cement Products 2.23 -
Ferrous Metals 0.94 -
Realty 1.14 -
Other Electrical Equipment 0.02 -
Insurance 0.96 -
Automobiles 6.46 -
Personal Products 1.94 -
Finance 3.41 -
Fertilizers & Agrochemicals 1.35 -
Gas 0.96 -
Industrial Products 0.97 -
Auto Components 5.28 -
Chemicals & Petrochemicals 1.25 -
Healthcare Services 0.51 -
Transport Services 1.89 -
Power 3.54 -
Beverages 1.31 -
Energy - 11.43
Technology - 5.68
Healthcare - 6.53
Financial - 27.34
Materials - 5.22
Consumer Staples - 5.96
Automobile - 5.15
Services - 8.62
Capital Goods - 2.5
Consumer Discretionary - 1.55
Communication - 2.89
Metals & Mining - 2.31
Textiles - 0.4

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