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Axis Bluechip Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon Axis Large Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹10900 Cr ₹33827 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 1.6% 0.92%
6 Month 5.57% 4.37%
1 Year 4.74% 3.33%
3 Year 14.82% 11.47%
5 Year 16.35% 11.56%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth Axis Large Cap Fund - Regular Plan - Growth
6 Month 3.93% 2.67%
1 Year 16.69% 12.08%
3 Year 14.62% 11.8%
5 Year 14.26% 10.5%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth Axis Large Cap Fund - Regular Plan - Growth
1 Year 14.85% 11.59%
3 Year 14.14% 12.77%
5 Year 13.94% 13.89%

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 3.16 3.21
Large Cap 82.93 94.98
Mid Cap 8.89 1.79
Small Cap 5.25 -

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

Axis Large Cap Fund - Regular Plan - Growth

Others 3.16 3.21
Telecom - Services 3.87 5.84
Petroleum Products 8.13 6.76
IT - Software 8.48 6.51
Retailing 3.93 6.04
Construction 3.98 4.57
Diversified FMCG 4.15 0.68
Non - Ferrous Metals 0.83 -
Banks 22.94 23.84
Pharmaceuticals & Biotechnology 3.48 4.53
Ferrous Metals 1.7 -
Realty 0.92 -
Automobiles 6.27 7.9
Personal Products 1.12 -
Finance 5.45 6.38
Fertilizers & Agrochemicals 1.34 -
Food Products 0.75 -
Gas 0.58 -
Aerospace & Defense 1.59 2.13
Industrial Products 1.11 1.04
Auto Components 3.41 0.54
Consumer Durables 1.31 3.04
Chemicals & Petrochemicals 1.58 2
Cement & Cement Products 2.45 2.98
Healthcare Services 0.92 2.24
Capital Markets 0.28 0.27
Transport Services 2.03 2.96
Power 2.43 1.06
Insurance 0.84 0.76
Beverages 1.2 0.25
Leisure Services - 1.9
Electrical Equipment - 1.59
Agricultural Food & other Products - 0.96

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