Invesco India Largecap Fund vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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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 Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Fund	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹10427 Cr	₹1606 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

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
1 Month	2.24%	2.27%
6 Month	7.34%	8.46%
1 Year	5.67%	5.99%
3 Year	16.17%	18.04%
5 Year	18.3%	18.97%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
6 Month	2.73%	3.75%
1 Year	13.67%	16.32%
3 Year	14.87%	17.34%
5 Year	14.58%	16.28%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
1 Year	15.22%	11.04%
3 Year	14.04%	13.14%
5 Year	13.89%	13.29%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Standard Deviation	11.84%	12.81%
Sharp	0.73%	0.82%
Beta	0.95%	1.03%
Alpha	0.70%	2%

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

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Others	7.54	7.51
Large Cap	79.46	75.07
Mid Cap	7.67	10.21
Small Cap	5.33	7.21

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Others	3.37	0.54
Communication Services	3.69	3.75
Energy	7.86	3.82
Technology	9.47	10.92
Consumer Cyclical	13.93	17.59
Industrials	8.79	12.5
Consumer Defensive	7.44	4.95
Basic Materials	8.12	6.29
Financial Services	28.87	27.9
Healthcare	4.43	7.85
Real Estate	0.86	2.98
Utilities	3.17	0.91