Axis Bluechip Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Axis Bluechip Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹32271 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 | 1.59 |
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 Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.39% | 5.37% |
6 Month | 5.26% | 5.48% |
1 Year | 13.1% | 10.55% |
3 Year | 19.38% | 15.25% |
5 Year | 23.72% | 17.9% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.34% | 1.68% |
1 Year | -0.52% | -0.89% |
3 Year | 14.12% | 11.38% |
5 Year | 14.8% | 10.78% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.88% | 13.04% |
3 Year | 13.9% | 13.03% |
5 Year | 13.72% | 13.68% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.859% | 12.82% |
Sharp | 0.434% | 0.39% |
Beta | 0.925% | 0.93% |
Alpha | 0.048% | -2.16% |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Shreyash Devalkar |
Total AUM | ₹139411 Cr | ₹166770 Cr |
Funds Managed | 11 | 14 |
Kotak Bluechip Fund - Growth | Axis Bluechip Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Others | 6.31 | 13.16 |
Large Cap | 81.03 | 81.92 |
Mid Cap | 8.33 | 4.88 |
Small Cap | 4.32 | - |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Axis Bluechip Fund - Regular Plan - Growth |
---|---|---|
Others | 5.16 | 13.16 |
Communication Services | 3.4 | - |
Energy | 6.32 | - |
Technology | 13.08 | - |
Consumer Cyclical | 14.34 | - |
Healthcare | 3.86 | - |
Industrials | 7.9 | - |
Consumer Defensive | 8.37 | - |
Basic Materials | 6.99 | - |
Financial Services | 25.53 | - |
Real Estate | 1.08 | - |
Utilities | 3.98 | - |
Petroleum Products | - | 2.94 |
Electrical Equipment | - | 0.1 |
IT - Software | - | 7.82 |
Construction | - | 3.43 |
Finance | - | 6.88 |
Healthcare Services | - | 1.65 |
Diversified FMCG | - | 1.25 |
Banks | - | 23.96 |
Pharmaceuticals & Biotechnology | - | 6.35 |
Leisure Services | - | 1.89 |
Aerospace & Defense | - | 0.81 |
Automobiles | - | 5.37 |
Personal Products | - | 0.44 |
Agricultural Food & other Products | - | 0.5 |
Retailing | - | 5.03 |
Beverages | - | 1.56 |
Realty | - | 0.32 |
Consumer Durables | - | 1.14 |
Chemicals & Petrochemicals | - | 1.93 |
Telecom - Services | - | 5.59 |
Cement & Cement Products | - | 2.26 |
Transport Services | - | 2.43 |
Insurance | - | 1.41 |
Power | - | 1.26 |
Auto Components | - | 0.48 |
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