Kotak Bluechip Fund vs ICICI Prudential Bluechip Fund compare
ICICI Prudential Large Cap Fund - Growth
Kotak Large Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹75863 Cr | ₹10900 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2008 | 29 Dec 1998 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 27% | 14.49% |
| Expense Ratio | 1.43 | 1.74 |
| Manager | Sharmila D'mello | Harsha Upadhyaya |
| ISIN Code | INF109K01BL4 | INF174K01153 |
| Exits Load | ICICI Prudential Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 1 Month | 1.6% | 0.99% |
| 6 Month | 7.02% | 6.16% |
| 1 Year | 10.62% | 8.18% |
| 3 Year | 17.82% | 15.21% |
| 5 Year | 19.98% | 16.83% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 4.66% | 4.18% |
| 1 Year | 18.51% | 17.06% |
| 3 Year | 17.3% | 15.14% |
| 5 Year | 17.45% | 14.66% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 13.67% | 14.87% |
| 3 Year | 15.42% | 14.13% |
| 5 Year | 15.16% | 13.94% |
Risk Management
| Scheme Name | ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.28% | 11.55% |
| Sharp | 1.02% | 0.79% |
| Beta | 0.88% | 0.93% |
| Alpha | 3.8% | 1.24% |
Fund Managers
| Scheme Name | ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
|---|---|---|
| Name | Sharmila D'mello | Harsha Upadhyaya |
| Total AUM | ₹354743 Cr | ₹139411 Cr |
| Funds Managed | 35 | 11 |
| ICICI Prudential Large Cap Fund - Growth | Kotak Large Cap Fund - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Large Cap Fund - Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 10.53 | 8.46 |
| Large Cap | 84.57 | 78.67 |
| Mid Cap | 4.78 | 7.85 |
| Small Cap | 0.13 | 5.03 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large Cap Fund - Growth |
Kotak Large Cap Fund - Growth |
|---|---|---|
| Others | 9.98 | 3.38 |
| Communication Services | 5.14 | 3.87 |
| Energy | 9.72 | 7.96 |
| Industrials | 10.99 | 9.01 |
| Technology | 5.58 | 9.76 |
| Healthcare | 4.63 | 4.39 |
| Basic Materials | 6.61 | 7.89 |
| Financial Services | 27.72 | 29.31 |
| Consumer Cyclical | 10.58 | 13.03 |
| Consumer Defensive | 4.04 | 7.46 |
| Utilities | 3.93 | 3.01 |
| Real Estate | 1.08 | 0.91 |
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