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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) | ₹10235 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 | 0.15% | 0.01% |
| 6 Month | 11.61% | 14.28% |
| 1 Year | 0.06% | -0.07% |
| 3 Year | 16.15% | 18.12% |
| 5 Year | 17.67% | 18.3% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 1.8% | 2.49% |
| 1 Year | 11.77% | 13.36% |
| 3 Year | 14.17% | 16.33% |
| 5 Year | 14.09% | 15.61% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.84% | 12.81% |
| Sharp | 0.73% | 0.82% |
| Beta | 0.95% | 1.03% |
| Alpha | 0.70% | 2% |
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 | 7.34 | 7.29 |
| Large Cap | 80.1 | 76.15 |
| Mid Cap | 7.7 | 9.73 |
| Small Cap | 4.87 | 6.83 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 3.41 | 1.33 |
| Communication Services | 3.79 | 3.89 |
| Energy | 7.78 | 4.11 |
| Technology | 9.96 | 10.78 |
| Consumer Cyclical | 13.46 | 18.18 |
| Industrials | 8.74 | 11.85 |
| Consumer Defensive | 7.96 | 4.71 |
| Basic Materials | 8.08 | 5.6 |
| Financial Services | 28.45 | 28.26 |
| Healthcare | 4.52 | 7.5 |
| Real Estate | 0.88 | 2.82 |
| Utilities | 2.97 | 0.99 |
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