Kotak Bluechip Fund vs Invesco India Largecap Fund compare

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Kotak Bluechip 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 Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Fund	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹9268 Cr	₹1301 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 Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
1 Month	7.39%	7.32%
6 Month	5.26%	3.66%
1 Year	13.1%	11.92%
3 Year	19.38%	20.19%
5 Year	23.72%	23.05%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
6 Month	2.34%	1.52%
1 Year	-0.52%	-2.33%
3 Year	14.12%	15.51%
5 Year	14.8%	15.58%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
1 Year	15.88%	11.6%
3 Year	13.9%	12.85%
5 Year	13.72%	12.99%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Standard Deviation	12.859%	12.81%
Sharp	0.434%	0.66%
Beta	0.925%	1.01%
Alpha	0.048%	1.61%

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Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Name	Harsha Upadhyaya	Hiten Jain
Total AUM	₹139411 Cr	₹4078 Cr
Funds Managed	11	4
	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Others	6.31	0.98
Large Cap	81.03	84.3
Mid Cap	8.33	8.66
Small Cap	4.32	6.06

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Others	5.16	0.98
Communication Services	3.4	-
Energy	6.32	-
Technology	13.08	-
Consumer Cyclical	14.34	-
Healthcare	3.86	-
Industrials	7.9	-
Consumer Defensive	8.37	-
Basic Materials	6.99	-
Financial Services	25.53	-
Real Estate	1.08	-
Utilities	3.98	-
Petroleum Products	-	6.4
IT - Software	-	9.75
Finance	-	7.37
Consumer Durables	-	4.75
Non - Ferrous Metals	-	0.41
Banks	-	24.07
Automobiles	-	6.38
Aerospace & Defense	-	2.22
Auto Components	-	3.97
Ferrous Metals	-	0.77
Power	-	2.37
Electrical Equipment	-	1.9
Transport Services	-	0.63
Pharmaceuticals & Biotechnology	-	3.85
Agricultural Food & other Products	-	2.88
Beverages	-	3.55
Healthcare Equipment & Supplies	-	1.06
Food Products	-	2.44
Telecom - Services	-	4.37
Financial Technology (Fintech)	-	0.54
Healthcare Services	-	1.25
Industrial Products	-	1.61
Chemicals & Petrochemicals	-	2.04
Capital Markets	-	0.45
Retailing	-	2.88
Industrial Manufacturing	-	1.11