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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) ₹10427 Cr ₹32956 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 2.54% 2.54%
6 Month 6.81% 4.79%
1 Year 7.21% 6.76%
3 Year 15.22% 11.47%
5 Year 18.27% 13.5%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth Axis Large Cap Fund - Regular Plan - Growth
6 Month 3.88% 3.07%
1 Year 14.77% 11.17%
3 Year 14.78% 12.17%
5 Year 14.4% 10.67%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth Axis Large Cap Fund - Regular Plan - Growth
1 Year 15.22% 11.98%
3 Year 14.04% 12.91%
5 Year 13.89% 13.88%

Risk Management

Scheme Name Kotak Large Cap Fund - Growth Axis Large Cap Fund - Regular Plan - Growth
Standard Deviation 11.78% 12.82%
Sharp 0.72% 0.5%
Beta 0.95% 0.88%
Alpha 0.55% -1.95%

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 7.54 0.8
Large Cap 79.46 97.18
Mid Cap 7.67 2.03
Small Cap 5.33 -

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

Axis Large Cap Fund - Regular Plan - Growth

Others 3.37 4.21
Communication Services 3.69 -
Energy 7.86 -
Technology 9.47 -
Consumer Cyclical 13.93 -
Industrials 8.79 -
Consumer Defensive 7.44 -
Basic Materials 8.12 -
Financial Services 28.87 -
Healthcare 4.43 -
Real Estate 0.86 -
Utilities 3.17 -
Petroleum Products - 6.15
IT - Software - 6.77
Construction - 4.07
Diversified FMCG - 1.01
Banks - 22.82
Pharmaceuticals & Biotechnology - 4.32
Leisure Services - 1.9
Automobiles - 7.9
Electrical Equipment - 1.69
Finance - 6.88
Capital Markets - 0.54
Agricultural Food & other Products - 0.86
Retailing - 7.32
Beverages - 0.24
Power - 1.37
Aerospace & Defense - 1.99
Consumer Durables - 1.82
Industrial Products - 0.97
Chemicals & Petrochemicals - 2.18
Telecom - Services - 5.23
Healthcare Services - 2.22
Cement & Cement Products - 3.02
Transport Services - 3.02
Auto Components - 0.42
Insurance - 1.09

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