Kotak Bluechip Fund vs HSBC Large Cap Fund compare

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

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Month	-5.75%	-5.79%
6 Month	5.23%	6.39%
1 Year	25.2%	25.1%
3 Year	11.72%	12.23%
5 Year	16.6%	15.51%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	-	-
1 Year	17.62%	18.27%
3 Year	19.53%	20.41%
5 Year	19.43%	19.09%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Year	15.83%	15.92%
3 Year	13.91%	12.52%
5 Year	13.65%	12.17%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	11.55%	12.72%
Sharp	0.55%	0.84%
Beta	0.91%	0.98%
Alpha	0.63%	0.05%

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	3.66	1.95
Large Cap	83.68	84.51
Mid Cap	9.95	11.5
Small Cap	2.41	2.04

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	3.66	1.95
Telecom - Services	3.38	-
Petroleum Products	6.79	-
IT - Software	11.65	-
Pharmaceuticals & Biotechnology	3.74	-
Construction	3.54	12.47
Retailing	2.25	-
Diversified FMCG	5.66	-
Non - Ferrous Metals	1.01	-
Banks	20.43	-
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	-
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	-
Automobiles	6.39	-
Personal Products	1.51	-
Finance	4.03	-
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	-
Gas	0.89	-
Industrial Products	0.95	-
Auto Components	5.11	-
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
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