Franklin India Bluechip Fund vs Kotak Bluechip Fund compare
Franklin India Large Cap Fund-Growth
Kotak Large Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Fund | Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹7925 Cr | ₹10900 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Dec 1993 | 29 Dec 1998 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 48.64% | 14.49% |
| Expense Ratio | 1.87 | 1.74 |
| Manager | Sandeep Manam | Harsha Upadhyaya |
| ISIN Code | INF090I01171 | INF174K01153 |
| Exits Load | Franklin India Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 1 Month | 2.51% | 1.6% |
| 6 Month | 6.77% | 5.57% |
| 1 Year | 4.53% | 4.74% |
| 3 Year | 14.1% | 14.82% |
| 5 Year | 15.54% | 16.35% |
SIP Return Analysis
| Scheme Name | Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 4.46% | 3.93% |
| 1 Year | 17.5% | 16.69% |
| 3 Year | 14.68% | 14.62% |
| 5 Year | 13.4% | 14.26% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 13.86% | 14.85% |
| 3 Year | 14.08% | 14.14% |
| 5 Year | 13.85% | 13.94% |
Risk Management
| Scheme Name | Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.66% | 11.74% |
| Sharp | 0.63% | 0.69% |
| Beta | 0.94% | 0.95% |
| Alpha | 0.20% | 0.77% |
Fund Managers
| Scheme Name | Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Name | Sandeep Manam | Harsha Upadhyaya |
| Total AUM | ₹74256 Cr | ₹139411 Cr |
| Funds Managed | 20 | 11 |
| Franklin India Large Cap Fund-Growth | Kotak Large Cap Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Large Cap Fund-Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 4.62 | 3.16 |
| Large Cap | 87.5 | 82.93 |
| Mid Cap | 5.84 | 8.89 |
| Small Cap | 2.04 | 5.25 |
Sector Allocation
| Scheme Name |
Franklin India Large Cap Fund-Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 4.62 | 3.16 |
| Petroleum Products | 4.79 | 8.13 |
| IT - Software | 13.19 | 8.48 |
| Retailing | 8.55 | 3.93 |
| Construction | 3.31 | 3.98 |
| Diversified FMCG | 3.05 | 4.15 |
| Banks | 27.97 | 22.94 |
| Pharmaceuticals & Biotechnology | 7.88 | 3.48 |
| Realty | 1.33 | 0.92 |
| Automobiles | 6.76 | 6.27 |
| Personal Products | 2 | 1.12 |
| Finance | 2.62 | 5.45 |
| Agricultural Food & other Products | 0.51 | - |
| Power | 1.7 | 2.43 |
| Consumer Durables | 1.88 | 1.31 |
| Industrial Products | 1.62 | 1.11 |
| Financial Technology (Fintech) | 0.94 | - |
| Healthcare Services | 1.86 | 0.92 |
| Cement & Cement Products | 0.97 | 2.45 |
| Transport Services | 1.96 | 2.03 |
| Insurance | 2.49 | 0.84 |
| Telecom - Services | - | 3.87 |
| Non - Ferrous Metals | - | 0.83 |
| Ferrous Metals | - | 1.7 |
| Fertilizers & Agrochemicals | - | 1.34 |
| Food Products | - | 0.75 |
| Gas | - | 0.58 |
| Aerospace & Defense | - | 1.59 |
| Auto Components | - | 3.41 |
| Chemicals & Petrochemicals | - | 1.58 |
| Capital Markets | - | 0.28 |
| Beverages | - | 1.2 |
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