Kotak Bluechip Fund vs Invesco India Largecap 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)	₹10427 Cr	₹1606 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	1.33%	1.17%
6 Month	6.17%	7.32%
1 Year	4.55%	3.92%
3 Year	15.01%	16.72%
5 Year	17.61%	18.16%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
6 Month	3.88%	3.81%
1 Year	14.77%	15.57%
3 Year	14.78%	16.61%
5 Year	14.4%	15.72%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
1 Year	15.22%	11.04%
3 Year	14.04%	13.14%
5 Year	13.89%	13.29%

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Standard Deviation	11.78%	12.81%
Sharp	0.72%	0.82%
Beta	0.95%	1.03%
Alpha	0.55%	2%

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	7.54	-
Large Cap	79.46	81.63
Mid Cap	7.67	10.68
Small Cap	5.33	7.69

Scheme Name	Kotak Large Cap Fund - Growth	Invesco India Largecap Fund - Growth
Others	3.37	0.52
Communication Services	3.69	-
Energy	7.86	-
Technology	9.47	-
Consumer Cyclical	13.93	-
Industrials	8.79	-
Consumer Defensive	7.44	-
Basic Materials	8.12	-
Financial Services	28.87	-
Healthcare	4.43	-
Real Estate	0.86	-
Utilities	3.17	-
Petroleum Products	-	3.81
IT - Software	-	9.83
Retailing	-	4.92
Consumer Durables	-	5.84
Diversified FMCG	-	2.82
Non - Ferrous Metals	-	1.14
Banks	-	17.81
Automobiles	-	8.04
Aerospace & Defense	-	2.04
Electrical Equipment	-	3.09
Auto Components	-	3.4
Ferrous Metals	-	2.52
Power	-	0.91
Finance	-	6.89
Transport Services	-	3.59
Pharmaceuticals & Biotechnology	-	3.26
Healthcare Equipment & Supplies	-	1.82
Food Products	-	2.13
Realty	-	2.97
Telecom - Services	-	3.75
Financial Technology (Fintech)	-	0.92
Healthcare Services	-	2.78
Industrial Products	-	1.23
Chemicals & Petrochemicals	-	1.28
Capital Markets	-	2.28
Industrial Manufacturing	-	0.41