Canara Robeco Blue Chip Equity Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9268 Cr | ₹16027 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
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 Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.15% | 0.88% |
6 Month | -1.16% | -1.07% |
1 Year | 5.18% | 7.47% |
3 Year | 18.91% | 19.03% |
5 Year | 21.68% | 20.5% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.89% | 6.19% |
1 Year | 6.49% | 6.98% |
3 Year | 15.64% | 16.15% |
5 Year | 15.55% | 15.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.64% | 12.48% |
3 Year | 13.9% | 14.28% |
5 Year | 13.8% | 13.7% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.859% | 12.25% |
Sharp | 0.434% | 0.87% |
Beta | 0.925% | 0.9% |
Alpha | 0.048% | 1.69% |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Shridatta Bhandwaldar |
Total AUM | ₹139411 Cr | ₹69491 Cr |
Funds Managed | 11 | 12 |
Kotak Bluechip Fund - Growth | Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.31 | 3.76 |
Large Cap | 81.03 | 88.2 |
Mid Cap | 8.33 | 8.13 |
Small Cap | 4.32 | - |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.16 | 3.76 |
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 | - | 5.28 |
IT - Software | - | 8.57 |
Construction | - | 3.31 |
Healthcare Services | - | 1.36 |
Diversified FMCG | - | 3.44 |
Non - Ferrous Metals | - | 0.55 |
Banks | - | 25.76 |
Pharmaceuticals & Biotechnology | - | 6.18 |
Leisure Services | - | 0.43 |
Electrical Equipment | - | 0.88 |
Auto Components | - | 1.8 |
Ferrous Metals | - | 0.42 |
Realty | - | 0.45 |
Power | - | 3.26 |
Automobiles | - | 6.03 |
Finance | - | 4.78 |
Insurance | - | 2.08 |
Agricultural Food & other Products | - | 1.7 |
Retailing | - | 3.92 |
Beverages | - | 2.5 |
Aerospace & Defense | - | 1.97 |
Consumer Durables | - | 1.39 |
Telecom - Services | - | 4.01 |
Financial Technology (Fintech) | - | 0.57 |
Cement & Cement Products | - | 2.75 |
Consumable Fuels | - | 0.12 |
Fertilizers & Agrochemicals | - | 0.55 |
Transport Services | - | 1.48 |
Chemicals & Petrochemicals | - | 0.48 |
Textiles & Apparels | - | 0.31 |
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