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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) | ₹10427 Cr | ₹32956 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 | 1.77% | 0.8% |
| 6 Month | 8.59% | 6.63% |
| 1 Year | 6.76% | 5.88% |
| 3 Year | 15.08% | 11.34% |
| 5 Year | 17.07% | 12.2% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.35% | 1.39% |
| 1 Year | 12.7% | 9.13% |
| 3 Year | 13.87% | 11.22% |
| 5 Year | 13.82% | 10.1% |
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 | 7.54 | 11.23 |
| Large Cap | 79.46 | 82.93 |
| Mid Cap | 7.67 | 5.84 |
| Small Cap | 5.33 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.37 | 4.22 |
| Communication Services | 3.69 | 6.13 |
| Energy | 7.86 | 6.15 |
| Technology | 9.47 | 7.3 |
| Consumer Cyclical | 13.93 | 16.08 |
| Industrials | 8.79 | 11.02 |
| Consumer Defensive | 7.44 | 3.95 |
| Basic Materials | 8.12 | 5.2 |
| Financial Services | 28.87 | 31.33 |
| Healthcare | 4.43 | 6.54 |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | 2.08 |
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