ITI Large Cap Fund Regular vs Kotak Bluechip Fund compare

ITI Large Cap Fund Regular vs Kotak Bluechip Fund compare

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ITI Large Cap Fund Regular - Growth

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Kotak Large Cap Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
Fund	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹510 Cr	₹10235 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Dec 2020	29 Dec 1998
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	%	14.49%
Expense Ratio	2.37	1.74
Manager	Rohan Korde	Harsha Upadhyaya
ISIN Code	INF00XX01770	INF174K01153
Exits Load	ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
1 Month	2.27%	2.45%
6 Month	11.18%	13.64%
1 Year	-4.16%	-0.9%
3 Year	13.15%	14.25%
5 Year	-	18.76%

SIP Return Analysis

Scheme Name	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
6 Month	2.09%	3.32%
1 Year	6.4%	10.77%
3 Year	11.8%	14.62%
5 Year	-	14.42%

Rolling Lumpsum Returns

Scheme Name	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
1 Year	9.92%	15.4%
3 Year	14.17%	13.97%
5 Year	-	13.86%

Risk Management

Scheme Name	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
Standard Deviation	13.57%	12.13%
Sharp	0.46%	0.60%
Beta	1.03%	0.95%
Alpha	-0.92%	0.66%

Fund Managers

Scheme Name	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
Name	Rohan Korde	Harsha Upadhyaya
Total AUM	₹4626 Cr	₹139411 Cr
Funds Managed	10	11
	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth

Market Cap

Scheme Name	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
Others	8.94	8.12
Large Cap	78.57	79.33
Small Cap	10.34	4.52
Mid Cap	2.16	8.03

Sector Allocation

Scheme Name	ITI Large Cap Fund Regular - Growth	Kotak Large Cap Fund - Growth
Others	3.16	4.16
Energy	7.39	7.94
Technology	7.59	9.89
Industrials	12.17	8.81
Basic Materials	5.59	8.06
Financial Services	35.95	28.85
Healthcare	4.72	4.63
Consumer Cyclical	6.19	12.58
Utilities	6.59	3.04
Consumer Defensive	6.44	7.35
Real Estate	0.64	0.9
Communication Services	3.56	3.79

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