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Axis Bluechip Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Axis Large Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹10900 Cr | ₹33827 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 05 Jan 2010 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 |
| Turn Over | 14.49% | 26% |
| Expense Ratio | 1.74 | 1.57 |
| Manager | Harsha Upadhyaya | Shreyash Devalkar |
| ISIN Code | INF174K01153 | INF846K01164 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Bluechip 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 Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.71% | -0.26% |
| 6 Month | 5.37% | 4.24% |
| 1 Year | 10.6% | 9.29% |
| 3 Year | 15.89% | 12.19% |
| 5 Year | 16.96% | 12.09% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.05% | 1.85% |
| 1 Year | 14.67% | 10.8% |
| 3 Year | 14.89% | 12.19% |
| 5 Year | 14.56% | 10.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.92% | 11.72% |
| 3 Year | 14.1% | 12.83% |
| 5 Year | 13.93% | 13.9% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 12.82% |
| Sharp | 0.72% | 0.52% |
| Beta | 0.95% | 0.88% |
| Alpha | 0.55% | -1.72% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Shreyash Devalkar |
| Total AUM | ₹139411 Cr | ₹166770 Cr |
| Funds Managed | 11 | 14 |
| Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.46 | 10.28 |
| Large Cap | 78.67 | 84.16 |
| Mid Cap | 7.85 | 5.56 |
| Small Cap | 5.03 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.38 | 3.23 |
| Communication Services | 3.87 | 6.59 |
| Energy | 7.96 | 6.76 |
| Technology | 9.76 | 7.49 |
| Consumer Cyclical | 13.03 | 16.32 |
| Industrials | 9.01 | 11.65 |
| Consumer Defensive | 7.46 | 3.25 |
| Basic Materials | 7.89 | 4.97 |
| Financial Services | 29.31 | 31.25 |
| Healthcare | 4.39 | 6.78 |
| Real Estate | 0.91 | - |
| Utilities | 3.01 | 1.7 |
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