- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Bluechip Fund vs Invesco India Largecap Fund compare
Kotak Large Cap Fund - Growth
Invesco India Largecap Fund - Growth
Chart Comparison
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) | ₹11087 Cr | ₹1718 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | -0.33% | -0.62% |
| 6 Month | 1.77% | 0.3% |
| 1 Year | 10.22% | 7.6% |
| 3 Year | 15.49% | 17.64% |
| 5 Year | 14.01% | 14.98% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 0.45% | -0.77% |
| 1 Year | 9.23% | 7.56% |
| 3 Year | 12.18% | 12.61% |
| 5 Year | 12.93% | 13.58% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 14.71% | 10.75% |
| 3 Year | 14.19% | 13.35% |
| 5 Year | 13.96% | 13.48% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 12.81% |
| Sharp | 0.84% | 0.85% |
| Beta | 0.94% | 1.05% |
| Alpha | 1.25% | 1.84% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Large Cap Fund - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 9.08 | 15.25 |
| Large Cap | 79.05 | 68.74 |
| Mid Cap | 7.67 | 8.79 |
| Small Cap | 4.21 | 7.23 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 2.95 | 0.57 |
| Communication Services | 3.9 | 3.93 |
| Energy | 8.39 | - |
| Technology | 9.89 | 10.58 |
| Consumer Cyclical | 12.94 | 15.48 |
| Industrials | 8.65 | 16.65 |
| Consumer Defensive | 7.27 | 1 |
| Basic Materials | 7.61 | 5.09 |
| Financial Services | 29.96 | 35.49 |
| Healthcare | 4.65 | 9.3 |
| Real Estate | 0.87 | 1.34 |
| Utilities | 2.9 | 0.55 |
Top Comparisons
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.63%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.62%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns22.32%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns24.32%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.92%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.2%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns15.7%
