Axis Bluechip Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Axis Bluechip Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹32271 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 | 1.59 |
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 Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.46% | 2.87% |
6 Month | -0.96% | 0.72% |
1 Year | 9.15% | 7% |
3 Year | 14.91% | 11% |
5 Year | 21.46% | 15.87% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.14% | 2.8% |
1 Year | -1.08% | 0.86% |
3 Year | 14.98% | 12.93% |
5 Year | 15.62% | 11.94% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.88% | 13.04% |
3 Year | 13.9% | 13.03% |
5 Year | 13.72% | 13.68% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.859% | 12.82% |
Sharp | 0.434% | 0.14% |
Beta | 0.925% | 0.94% |
Alpha | 0.048% | -3.17% |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Shreyash Devalkar |
Total AUM | ₹139411 Cr | ₹166770 Cr |
Funds Managed | 11 | 14 |
Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Others | 6.31 | 15.12 |
Large Cap | 81.03 | 80.52 |
Mid Cap | 8.33 | 4.35 |
Small Cap | 4.32 | - |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Others | 5.16 | 15.12 |
Communication Services | 3.4 | 6.78 |
Energy | 6.32 | 2.94 |
Technology | 13.08 | 9.98 |
Consumer Cyclical | 14.34 | 11.67 |
Healthcare | 3.86 | 7.88 |
Industrials | 7.9 | 5.8 |
Consumer Defensive | 8.37 | 4.06 |
Basic Materials | 6.99 | 4.02 |
Financial Services | 25.53 | 30.47 |
Real Estate | 1.08 | 0.32 |
Utilities | 3.98 | 0.97 |
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