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Kotak Bluechip Fund vs Invesco India Largecap Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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