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)	₹10900 Cr	₹1686 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	1.1%	0.14%
6 Month	5.66%	4.92%
1 Year	5.17%	2.96%
3 Year	14.55%	16.22%
5 Year	16.24%	17.04%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
6 Month	4.18%	3.48%
1 Year	17.06%	16.64%
3 Year	15.14%	16.44%
5 Year	14.66%	15.69%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
1 Year	14.85%	10.91%
3 Year	14.14%	13.25%
5 Year	13.94%	13.4%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Standard Deviation	11.55%	12.81%
Sharp	0.79%	0.82%
Beta	0.93%	1.04%
Alpha	1.24%	2.09%

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	3.16	1.11
Large Cap	82.93	81.33
Mid Cap	8.89	9.81
Small Cap	5.25	7.75

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Others	3.16	1.11
Telecom - Services	3.87	3.9
Petroleum Products	8.13	1.31
IT - Software	8.48	9.36
Retailing	3.93	4.48
Construction	3.98	3.3
Diversified FMCG	4.15	2.63
Non - Ferrous Metals	0.83	0.91
Banks	22.94	17.44
Pharmaceuticals & Biotechnology	3.48	3.66
Ferrous Metals	1.7	2.6
Realty	0.92	3.14
Automobiles	6.27	7.18
Personal Products	1.12	-
Finance	5.45	6.81
Fertilizers & Agrochemicals	1.34	-
Food Products	0.75	2.67
Gas	0.58	-
Aerospace & Defense	1.59	2
Industrial Products	1.11	1.12
Auto Components	3.41	3.25
Consumer Durables	1.31	5.94
Chemicals & Petrochemicals	1.58	1.26
Cement & Cement Products	2.45	-
Healthcare Services	0.92	2.74
Capital Markets	0.28	2.48
Transport Services	2.03	3.45
Power	2.43	0.73
Insurance	0.84	-
Beverages	1.2	-
Electrical Equipment	-	3.37
Healthcare Equipment & Supplies	-	1.95
Financial Technology (Fintech)	-	0.81
Industrial Manufacturing	-	0.4