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) | ₹11081 Cr | ₹34072 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 | 0.23% | 0.06% |
| 6 Month | 3.12% | 1.65% |
| 1 Year | 9.75% | 7.08% |
| 3 Year | 16.26% | 13.56% |
| 5 Year | 14.81% | 9.99% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.85% | 2.99% |
| 1 Year | 16% | 11.89% |
| 3 Year | 14.17% | 11.61% |
| 5 Year | 13.99% | 10.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.78% | 11.48% |
| 3 Year | 14.17% | 12.74% |
| 5 Year | 13.96% | 13.85% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 12.82% |
| Sharp | 0.76% | 0.52% |
| Beta | 0.93% | 0.89% |
| Alpha | 1.53% | -1.18% |
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 | 3.27 | 3.81 |
| Large Cap | 83.52 | 94.53 |
| Mid Cap | 9.12 | 1.64 |
| Small Cap | 4.37 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.27 | 3.81 |
| Telecom - Services | 3.89 | 5.94 |
| Petroleum Products | 8.22 | 7.18 |
| IT - Software | 8.7 | 7.33 |
| Retailing | 3.63 | 5.42 |
| Construction | 3.95 | 4.63 |
| Diversified FMCG | 3.97 | 0.66 |
| Non - Ferrous Metals | 0.77 | - |
| Banks | 23.42 | 24.64 |
| Pharmaceuticals & Biotechnology | 3.63 | 3.98 |
| Ferrous Metals | 1.53 | - |
| Realty | 0.88 | - |
| Automobiles | 6.48 | 7.02 |
| Personal Products | 1.13 | - |
| Finance | 5.63 | 7.08 |
| Fertilizers & Agrochemicals | 1.29 | - |
| Food Products | 0.74 | 0.19 |
| Gas | 0.53 | - |
| Aerospace & Defense | 1.48 | 2.43 |
| Industrial Products | 1.12 | 0.98 |
| Auto Components | 3.61 | 0.59 |
| Consumer Durables | 1.26 | 3.11 |
| Chemicals & Petrochemicals | 1.48 | 1.77 |
| Cement & Cement Products | 2.35 | 2.81 |
| Healthcare Services | 0.86 | 1.98 |
| Transport Services | 2.09 | 3.08 |
| Power | 2.31 | 0.9 |
| Insurance | 0.87 | 0.57 |
| Beverages | 1.19 | 0.25 |
| Leisure Services | - | 1.32 |
| Electrical Equipment | - | 1.15 |
| Capital Markets | - | 0.21 |
| Agricultural Food & other Products | - | 0.95 |
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