Kotak Bluechip Fund vs HSBC Large Cap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Bluechip Fund - Growth

Invest Now

tortoise-icon 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 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%

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

Get Free Experts Guidance
fund-icons

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 3 1.95
Large Cap 79.3 84.51
Mid Cap 15.4 11.5
Small Cap 2.35 2.04

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

HSBC Large Cap Fund - Regular Growth

Others 1.12 1.95
Financial 24.42 27.34
Communication 3.38 2.89
Energy 11.14 11.43
Technology 9.64 5.68
Healthcare 4.47 6.53
Construction 5.57 12.47
Consumer Staples 8.51 5.96
Metals & Mining 2.67 2.31
Capital Goods 2.49 2.5
Materials 3.28 5.22
Insurance 0.98 -
Automobile 12.58 5.15
Services 4.66 8.62
Chemicals 2.42 -
Consumer Discretionary 2.16 1.55
Unclassified 0.56 -
Textiles - 0.4

Top Comparisons

Tata Ultra Short Term Fund-Regular Plan-Growth Tata Ultra Short Term Fund-Regular Plan-Growth

3Y Returns5.38%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.62%

Compare Now

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns16.58%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns16.58%

Compare Now

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns16.1%

VS

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns14.23%

Compare Now

Kotak Credit Risk Fund - Growth Kotak Credit Risk Fund - Growth

3Y Returns4.88%

VS

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns5.88%

Compare Now
Request call back
Add to Cart Successfully