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Invesco India Largecap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon Invesco India Largecap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Fund Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9268 Cr ₹1301 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 21 Aug 2009
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 14.49% 56%
Expense Ratio 1.74 2.09
Manager Harsha Upadhyaya Hiten Jain
ISIN Code INF174K01153 INF205K01304
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
1 Month 3.46% 4.58%
6 Month -0.96% -2.25%
1 Year 9.15% 7.93%
3 Year 14.91% 15.73%
5 Year 21.46% 20.88%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
6 Month 2.14% 2.22%
1 Year -1.08% -1.34%
3 Year 14.98% 16.84%
5 Year 15.62% 16.54%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
1 Year 15.88% 11.6%
3 Year 13.9% 12.85%
5 Year 13.72% 12.99%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Standard Deviation 12.859% 12.81%
Sharp 0.434% 0.4%
Beta 0.925% 1.01%
Alpha 0.048% 0.57%

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Fund Managers

Scheme Name Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth
Name Harsha Upadhyaya Hiten Jain
Total AUM ₹139411 Cr ₹4078 Cr
Funds Managed 11 4
Kotak Bluechip Fund - Growth Invesco India Largecap Fund - Growth

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

Invesco India Largecap Fund - Growth

Others 6.31 0.43
Large Cap 81.03 84.52
Mid Cap 8.33 9.16
Small Cap 4.32 5.89

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

Invesco India Largecap Fund - Growth

Others 5.16 0.43
Communication Services 3.4 4.28
Energy 6.32 6.28
Technology 13.08 12.27
Consumer Cyclical 14.34 16.66
Healthcare 3.86 6.36
Industrials 7.9 9.19
Consumer Defensive 8.37 10.41
Basic Materials 6.99 1.26
Financial Services 25.53 30.7
Real Estate 1.08 -
Utilities 3.98 2.15

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