Canara Robeco Blue Chip Equity Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹11087 Cr | ₹17493 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Dec 1998 | 20 Aug 2010 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | BSE 100 TRI |
| Turn Over | 14.49% | 33% |
| Expense Ratio | 1.74 | 1.65 |
| Manager | Harsha Upadhyaya | Shridatta Bhandwaldar |
| ISIN Code | INF174K01153 | INF760K01AR3 |
| Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Bluechip Equity Fund - Regular Plan - 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 | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.82% | -2.13% |
| 6 Month | 1.79% | - |
| 1 Year | 10% | 8.02% |
| 3 Year | 15.61% | 15.46% |
| 5 Year | 14.88% | 13.98% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.12% | 1.4% |
| 1 Year | 12.3% | 9.37% |
| 3 Year | 12.74% | 12.22% |
| 5 Year | 13.3% | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.71% | 11.93% |
| 3 Year | 14.19% | 14.51% |
| 5 Year | 13.96% | 13.86% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.52% | 10.96% |
| Sharp | 0.78% | 0.79% |
| Beta | 0.96% | 0.91% |
| Alpha | 0.56% | 0.71% |
Fund Managers
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
| Total AUM | ₹139411 Cr | ₹69491 Cr |
| Funds Managed | 11 | 12 |
| Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.08 | 6.04 |
| Large Cap | 79.05 | 85.48 |
| Mid Cap | 7.67 | 8.48 |
| Small Cap | 4.21 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.95 | 2.07 |
| Communication Services | 3.9 | 4.98 |
| Energy | 8.39 | 5.88 |
| Technology | 9.89 | 8.04 |
| Consumer Cyclical | 12.94 | 13.86 |
| Industrials | 8.65 | 9.09 |
| Consumer Defensive | 7.27 | 8.17 |
| Basic Materials | 7.61 | 4.9 |
| Financial Services | 29.96 | 33.79 |
| Healthcare | 4.65 | 6.6 |
| Real Estate | 0.87 | 0.41 |
| Utilities | 2.9 | 2.2 |
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