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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Month | 2.45% | 1.63% |
| 6 Month | 6.33% | 7.44% |
| 1 Year | 10.01% | 9.7% |
| 3 Year | 15.23% | 17.02% |
| 5 Year | 17.17% | 17.89% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 2.35% | 2.08% |
| 1 Year | 12.7% | 13.1% |
| 3 Year | 13.87% | 15.6% |
| 5 Year | 13.82% | 15.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 14.92% | 10.99% |
| 3 Year | 14.1% | 13.23% |
| 5 Year | 13.93% | 13.38% |
Risk Management
| 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% | 1.04% |
| Alpha | 0.55% | 2.09% |
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 | 7.54 | 7.51 |
| Large Cap | 79.46 | 75.07 |
| Mid Cap | 7.67 | 10.21 |
| Small Cap | 5.33 | 7.21 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 3.37 | 0.54 |
| Communication Services | 3.69 | 3.75 |
| Energy | 7.86 | 3.82 |
| Technology | 9.47 | 10.92 |
| Consumer Cyclical | 13.93 | 17.59 |
| Industrials | 8.79 | 12.5 |
| Consumer Defensive | 7.44 | 4.95 |
| Basic Materials | 8.12 | 6.29 |
| Financial Services | 28.87 | 27.9 |
| Healthcare | 4.43 | 7.85 |
| Real Estate | 0.86 | 2.98 |
| Utilities | 3.17 | 0.91 |
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