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)	₹9327 Cr	₹1928 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	1.75	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	1.46%	2.19%
6 Month	1.64%	4.01%
1 Year	17.52%	19.28%
3 Year	14.05%	14.5%
5 Year	16.64%	15.63%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	-	-
1 Year	10.52%	12.17%
3 Year	18.26%	19.47%
5 Year	18.79%	18.71%

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	0.67%	0.84%
Beta	0.91%	0.98%
Alpha	1.04%	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	4.34	1.95
Large Cap	83.85	84.51
Mid Cap	10.08	11.5
Small Cap	2.4	2.04

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	4.34	1.95
Telecom - Services	3.35	-
Petroleum Products	6.45	-
IT - Software	12.16	-
Pharmaceuticals & Biotechnology	3.05	-
Construction	3.88	12.47
Retailing	2.63	-
Diversified FMCG	5.39	-
Non - Ferrous Metals	0.91	-
Banks	21.49	-
Aerospace & Defense	0.75	-
Cement & Cement Products	2.09	-
Ferrous Metals	1.18	-
Pharmaceuticals and Biotechnology	0.46	-
Realty	1.18	-
Automobiles	6.74	-
Personal Products	1.6	-
Finance	3.96	-
Fertilizers & Agrochemicals	1.3	-
Gas	0.86	-
Consumer Durables	2.1	-
Industrial Products	0.92	-
Auto Components	4.76	-
Chemicals & Petrochemicals	1.21	-
Healthcare Services	0.53	-
Transport Services	1.61	-
Power	3.84	-
Insurance	0.62	-
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