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 | 2.54% | 2.54% |
| 6 Month | 6.81% | 4.79% |
| 1 Year | 7.21% | 6.76% |
| 3 Year | 15.22% | 11.47% |
| 5 Year | 18.27% | 13.5% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.88% | 3.07% |
| 1 Year | 14.77% | 11.17% |
| 3 Year | 14.78% | 12.17% |
| 5 Year | 14.4% | 10.67% |
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 | 11.78% | 12.82% |
| Sharp | 0.72% | 0.5% |
| Beta | 0.95% | 0.88% |
| Alpha | 0.55% | -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 | 0.8 |
| Large Cap | 79.46 | 97.18 |
| Mid Cap | 7.67 | 2.03 |
| Small Cap | 5.33 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.37 | 4.21 |
| Communication Services | 3.69 | - |
| Energy | 7.86 | - |
| Technology | 9.47 | - |
| Consumer Cyclical | 13.93 | - |
| Industrials | 8.79 | - |
| Consumer Defensive | 7.44 | - |
| Basic Materials | 8.12 | - |
| Financial Services | 28.87 | - |
| Healthcare | 4.43 | - |
| Real Estate | 0.86 | - |
| Utilities | 3.17 | - |
| Petroleum Products | - | 6.15 |
| IT - Software | - | 6.77 |
| Construction | - | 4.07 |
| Diversified FMCG | - | 1.01 |
| Banks | - | 22.82 |
| Pharmaceuticals & Biotechnology | - | 4.32 |
| Leisure Services | - | 1.9 |
| Automobiles | - | 7.9 |
| Electrical Equipment | - | 1.69 |
| Finance | - | 6.88 |
| Capital Markets | - | 0.54 |
| Agricultural Food & other Products | - | 0.86 |
| Retailing | - | 7.32 |
| Beverages | - | 0.24 |
| Power | - | 1.37 |
| Aerospace & Defense | - | 1.99 |
| Consumer Durables | - | 1.82 |
| Industrial Products | - | 0.97 |
| Chemicals & Petrochemicals | - | 2.18 |
| Telecom - Services | - | 5.23 |
| Healthcare Services | - | 2.22 |
| Cement & Cement Products | - | 3.02 |
| Transport Services | - | 3.02 |
| Auto Components | - | 0.42 |
| Insurance | - | 1.09 |
Top Comparisons
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns15.06%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.5%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.6%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.47%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.91%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.76%