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) | ₹10342 Cr | ₹16407 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 | 0.19% | 0.37% |
6 Month | 11.01% | 9.99% |
1 Year | 2.16% | 4.01% |
3 Year | 14.67% | 15.14% |
5 Year | 18.71% | 18.01% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.97% | 2.63% |
1 Year | 5.66% | 5.68% |
3 Year | 13.88% | 14.38% |
5 Year | 14.19% | 14.15% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.4% | 12.29% |
3 Year | 13.97% | 14.39% |
5 Year | 13.86% | 13.76% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.14% | 11.41% |
Sharp | 0.75% | 0.88% |
Beta | 0.95% | 0.89% |
Alpha | 0.79% | 1.98% |
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 | 8.12 | 7.01 |
Large Cap | 79.33 | 83.68 |
Mid Cap | 8.03 | 9.31 |
Small Cap | 4.52 | - |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Canara Robeco Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.16 | 4.21 |
Communication Services | 3.79 | 3.95 |
Energy | 7.94 | 5.42 |
Technology | 9.89 | 8.05 |
Consumer Cyclical | 12.58 | 13.98 |
Industrials | 8.81 | 8.48 |
Consumer Defensive | 7.35 | 7.58 |
Basic Materials | 8.06 | 4.63 |
Financial Services | 28.85 | 32.71 |
Healthcare | 4.63 | 7.52 |
Real Estate | 0.9 | 0.43 |
Utilities | 3.04 | 3.04 |
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