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 | 1.22% | 0.99% |
6 Month | 9.72% | 7.07% |
1 Year | 3.5% | 4.05% |
3 Year | 16.37% | 12.47% |
5 Year | 18.39% | 14.15% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.73% | 2.86% |
1 Year | 13.67% | 12.33% |
3 Year | 14.87% | 12.79% |
5 Year | 14.58% | 11.13% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.22% | 11.98% |
3 Year | 14.04% | 12.91% |
5 Year | 13.89% | 13.88% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.84% | 12.82% |
Sharp | 0.73% | 0.5% |
Beta | 0.95% | 0.88% |
Alpha | 0.70% | -1.95% |
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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