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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) | ₹10516 Cr | ₹34374 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 | -2.59% | -2.49% |
| 6 Month | 5.12% | 3.28% |
| 1 Year | 2.72% | 2.89% |
| 3 Year | 15.06% | 10.9% |
| 5 Year | 19.03% | 14.55% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.84% | 2.56% |
| 1 Year | 4.43% | 2.52% |
| 3 Year | 13.9% | 11.24% |
| 5 Year | 14.34% | 10.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.4% | 12.29% |
| 3 Year | 13.97% | 13% |
| 5 Year | 13.86% | 13.8% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.14% | 12.82% |
| Sharp | 0.75% | 0.82% |
| Beta | 0.94% | 0.91% |
| Alpha | 0.50% | -1.53% |
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 | 7.91 | 12.85 |
| Large Cap | 79.22 | 82.77 |
| Mid Cap | 8.19 | 4.38 |
| Small Cap | 4.68 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.36 | 6.03 |
| Communication Services | 3.87 | 7.09 |
| Energy | 8 | 6.8 |
| Technology | 11.06 | 7.67 |
| Consumer Cyclical | 12.09 | 14.07 |
| Healthcare | 3.67 | 6.95 |
| Industrials | 8.87 | 8.43 |
| Consumer Defensive | 6.63 | 5.29 |
| Basic Materials | 8.29 | 4.39 |
| Financial Services | 28.9 | 31.18 |
| Real Estate | 0.97 | 0.29 |
| Utilities | 3.28 | 1.82 |
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