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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) | ₹10342 Cr | ₹33360 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 | 0.19% | 1.13% |
| 6 Month | 11.01% | 8.83% |
| 1 Year | 2.16% | 2.51% |
| 3 Year | 14.67% | 10.98% |
| 5 Year | 18.71% | 14.47% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.97% | 2.59% |
| 1 Year | 5.66% | 4.77% |
| 3 Year | 13.88% | 11.51% |
| 5 Year | 14.19% | 10.58% |
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% | 0.53% |
| Beta | 0.95% | 0.87% |
| Alpha | 0.79% | -1.8% |
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 | 8.12 | 11.57 |
| Large Cap | 79.33 | 82.6 |
| Mid Cap | 8.03 | 5.83 |
| Small Cap | 4.52 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.16 | 4.86 |
| Communication Services | 3.79 | 6.43 |
| Energy | 7.94 | 6.2 |
| Technology | 9.89 | 8.01 |
| Consumer Cyclical | 12.58 | 14.68 |
| Industrials | 8.81 | 9.54 |
| Consumer Defensive | 7.35 | 4.51 |
| Basic Materials | 8.06 | 5.06 |
| Financial Services | 28.85 | 31.43 |
| Healthcare | 4.63 | 7 |
| Real Estate | 0.9 | 0.25 |
| Utilities | 3.04 | 2.04 |
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