Kotak Bluechip Fund vs HSBC Large Cap Fund compare

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Kotak Bluechip Fund - Growth

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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)	₹9268 Cr	₹1828 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	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	5.56%	4.5%
6 Month	-11.28%	-13.09%
1 Year	5.66%	1.91%
3 Year	11.95%	11.27%
5 Year	24.18%	22.2%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
6 Month	-2.82%	-5.86%
1 Year	-5.39%	-9.84%
3 Year	13.77%	12.55%
5 Year	15.3%	14.01%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
1 Year	15.88%	16.04%
3 Year	13.9%	12.53%
5 Year	13.72%	12.28%

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	12.859%	14.193%
Sharp	0.434%	0.369%
Beta	0.925%	0.998%
Alpha	0.048%	-0.734%

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Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Name	Harsha Upadhyaya	Gautam Bhupal
Total AUM	₹139411 Cr	₹25949 Cr
Funds Managed	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	6.31	4.08
Large Cap	81.03	82.36
Mid Cap	8.33	8.66
Small Cap	4.32	4.89

Scheme Name	Kotak Bluechip Fund - Growth	HSBC Large Cap Fund - Regular Growth
Others	5.16	1.48
Communication Services	3.4	3.56
Energy	6.32	6.28
Technology	13.08	13.74
Consumer Cyclical	14.34	11.58
Healthcare	3.86	6.85
Industrials	7.9	10.76
Consumer Defensive	8.37	6.13
Basic Materials	6.99	6.14
Financial Services	25.53	27.66
Real Estate	1.08	2.04
Utilities	3.98	3.81