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) | ₹10138 Cr | ₹33413 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 | 3.2% | 3.34% |
6 Month | 4.6% | 3.76% |
1 Year | 4.29% | 3.97% |
3 Year | 19.52% | 15.89% |
5 Year | 20.84% | 16.06% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.19% | 7.43% |
1 Year | 12.67% | 10.52% |
3 Year | 16.98% | 13.98% |
5 Year | 16.29% | 12.23% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.64% | 12.54% |
3 Year | 13.9% | 12.9% |
5 Year | 13.8% | 13.73% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.04% | 12.82% |
Sharp | 0.77% | 0.54% |
Beta | 0.94% | 0.92% |
Alpha | 0.52% | -2.12% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.01 | 10.88 |
Large Cap | 81.97 | 84.79 |
Mid Cap | 7.63 | 4.34 |
Small Cap | 4.39 | - |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.58 | 10.88 |
Communication Services | 3.62 | - |
Energy | 7.79 | - |
Technology | 11.2 | - |
Consumer Cyclical | 12.19 | - |
Healthcare | 3.73 | - |
Industrials | 8.96 | - |
Consumer Defensive | 7.39 | - |
Basic Materials | 7.72 | - |
Financial Services | 28.19 | - |
Real Estate | 0.85 | - |
Utilities | 3.79 | - |
Petroleum Products | - | 6.09 |
Electrical Equipment | - | 0.11 |
IT - Software | - | 7.17 |
Construction | - | 3.64 |
Finance | - | 6.58 |
Healthcare Services | - | 1.74 |
Diversified FMCG | - | 1.34 |
Banks | - | 22.66 |
Pharmaceuticals & Biotechnology | - | 5.01 |
Leisure Services | - | 1.57 |
Aerospace & Defense | - | 1.87 |
Automobiles | - | 5.66 |
Personal Products | - | 0.6 |
Agricultural Food & other Products | - | 0.75 |
Retailing | - | 5.79 |
Beverages | - | 1.49 |
Power | - | 1.23 |
Realty | - | 0.15 |
Consumer Durables | - | 1.68 |
Chemicals & Petrochemicals | - | 2.03 |
Telecom - Services | - | 5.47 |
Cement & Cement Products | - | 2.33 |
Transport Services | - | 2.29 |
Insurance | - | 1.5 |
Auto Components | - | 0.38 |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.17%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.53%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns22.33%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns21.47%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.12%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.75%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.08%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.96%