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ITI Large Cap Fund Regular vs Kotak Bluechip Fund compare

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tortoise-icon ITI Large Cap Fund Regular - Growth

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tortoise-icon 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) ₹557 Cr ₹10516 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 -3.02% -2.03%
6 Month 6.76% 8.06%
1 Year -5.42% 0.23%
3 Year 14.94% 16.03%
5 Year - 19.34%

SIP Return Analysis

Scheme Name ITI Large Cap Fund Regular - Growth Kotak Large Cap Fund - Growth
6 Month 3.51% 4.12%
1 Year 2.88% 5.99%
3 Year 12.84% 15.13%
5 Year - 15.18%

Rolling Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth Kotak Large Cap Fund - Growth
1 Year 11.08% 15.64%
3 Year 13.79% 13.9%
5 Year - 13.8%

Risk Management

Scheme Name ITI Large Cap Fund Regular - Growth Kotak Large Cap Fund - Growth
Standard Deviation 13.95% 12.59%
Sharp 0.89% 1.00%
Beta 1.01% 0.94%
Alpha -0.52% 0.50%

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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 7.93 7.91
Large Cap 74.66 79.22
Small Cap 12.6 4.68
Mid Cap 4.81 8.19

Sector Allocation

Scheme Name

ITI Large Cap Fund Regular - Growth

Kotak Large Cap Fund - Growth

Others 2.76 4.36
Energy 8.52 8
Technology 9.8 11.06
Industrials 13.44 8.87
Basic Materials 5.67 8.29
Financial Services 34.37 28.9
Healthcare 5.8 3.67
Consumer Cyclical 6.63 12.09
Utilities 6.21 3.28
Consumer Defensive 3.16 6.63
Real Estate 0.64 0.97
Communication Services 3.01 3.87

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