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) | ₹10235 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 | 1.03% | 1% |
6 Month | 10.57% | 9.06% |
1 Year | 2.02% | 2.65% |
3 Year | 16.73% | 16.7% |
5 Year | 18.43% | 17.86% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.8% | 1.31% |
1 Year | 11.77% | 10.24% |
3 Year | 14.17% | 14.3% |
5 Year | 14.09% | 13.88% |
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 | 11.84% | 11.41% |
Sharp | 0.73% | 0.83% |
Beta | 0.95% | 0.89% |
Alpha | 0.70% | 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 | 7.34 | 6.37 |
Large Cap | 80.1 | 84.74 |
Mid Cap | 7.7 | 8.89 |
Small Cap | 4.87 | - |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.41 | 3.33 |
Communication Services | 3.79 | 4.36 |
Energy | 7.78 | 5.41 |
Technology | 9.96 | 8.19 |
Consumer Cyclical | 13.46 | 14.64 |
Industrials | 8.74 | 8.9 |
Consumer Defensive | 7.96 | 7.73 |
Basic Materials | 8.08 | 4.63 |
Financial Services | 28.45 | 32.13 |
Healthcare | 4.52 | 7.29 |
Real Estate | 0.88 | 0.43 |
Utilities | 2.97 | 2.96 |
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