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) | ₹10427 Cr | ₹16515 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 | 1.2% | 1.17% |
| 6 Month | 5.81% | 4.59% |
| 1 Year | 5.55% | 5.06% |
| 3 Year | 14.75% | 14.53% |
| 5 Year | 17.59% | 16.78% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.35% | 1.71% |
| 1 Year | 12.7% | 10.67% |
| 3 Year | 13.87% | 13.82% |
| 5 Year | 13.82% | 13.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.22% | 12.18% |
| 3 Year | 14.04% | 14.43% |
| 5 Year | 13.89% | 13.79% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.78% | 11.41% |
| Sharp | 0.72% | 0.83% |
| Beta | 0.95% | 0.89% |
| Alpha | 0.55% | 1.55% |
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 | 7.54 | 6.4 |
| Large Cap | 79.46 | 85.03 |
| Mid Cap | 7.67 | 8.57 |
| Small Cap | 5.33 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.37 | 2.97 |
| Communication Services | 3.69 | 4.46 |
| Energy | 7.86 | 5.36 |
| Technology | 9.47 | 7.54 |
| Consumer Cyclical | 13.93 | 14.5 |
| Industrials | 8.79 | 9.48 |
| Consumer Defensive | 7.44 | 7.58 |
| Basic Materials | 8.12 | 4.56 |
| Financial Services | 28.87 | 33.27 |
| Healthcare | 4.43 | 7.02 |
| Real Estate | 0.86 | 0.41 |
| Utilities | 3.17 | 2.84 |
Top Comparisons
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.35%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.33%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.15%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.21%
360 ONE FlexiCap Fund Regular - Growth
3Y Returns0%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.91%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.33%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.91%