Kotak Bluechip Fund vs HDFC Top 100 Fund compare
Kotak Bluechip Fund - Growth
HDFC Large Cap Fund - Growth Option - Regular Plan
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹35673 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 29 Dec 1998 | 11 Oct 1996 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 14.49% | 14.32% |
Expense Ratio | 1.74 | 1.62 |
Manager | Harsha Upadhyaya | Dhruv Muchhal |
ISIN Code | INF174K01153 | INF179K01BE2 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Month | 7.06% | 6.05% |
6 Month | -10.93% | -11.2% |
1 Year | 7.95% | 4.98% |
3 Year | 13.6% | 16.19% |
5 Year | 23.55% | 25.89% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
6 Month | -2.82% | -1.96% |
1 Year | -5.39% | -5.41% |
3 Year | 13.77% | 14.97% |
5 Year | 15.3% | 17.91% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Year | 15.88% | 17.4% |
3 Year | 13.9% | 15.42% |
5 Year | 13.72% | 14.9% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Standard Deviation | 12.859% | 12.983% |
Sharp | 0.434% | 0.668% |
Beta | 0.925% | 0.929% |
Alpha | 0.048% | 3.112% |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Name | Harsha Upadhyaya | Dhruv Muchhal |
Total AUM | ₹139411 Cr | ₹520687 Cr |
Funds Managed | 11 | 40 |
Kotak Bluechip Fund - Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 6.31 | 0.87 |
Large Cap | 81.03 | 93.11 |
Mid Cap | 8.33 | 6.03 |
Small Cap | 4.32 | - |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 5.16 | 0.72 |
Communication Services | 3.4 | 5.44 |
Energy | 6.32 | 7.89 |
Technology | 13.08 | 10.3 |
Consumer Cyclical | 14.34 | 12.29 |
Healthcare | 3.86 | 6.18 |
Industrials | 7.9 | 8.81 |
Consumer Defensive | 8.37 | 7.96 |
Basic Materials | 6.99 | 2.57 |
Financial Services | 25.53 | 32.25 |
Real Estate | 1.08 | 0.63 |
Utilities | 3.98 | 4.97 |
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