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) | ₹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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