- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.73% | 1.66% |
| 6 Month | 5.83% | 4.29% |
| 1 Year | 9.86% | 8.56% |
| 3 Year | 15.27% | 11.51% |
| 5 Year | 17.15% | 12.29% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.11% | 2.02% |
| 1 Year | 14.67% | 10.6% |
| 3 Year | 14.6% | 11.83% |
| 5 Year | 14.26% | 10.5% |
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 |
Top Comparisons
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.43%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.6%
Canara Robeco Manufacturing Fund - Regular (G)
3Y Returns0%
Quant Manufacturing Fund Regular - Growth
3Y Returns0%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
