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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 | ₹1555 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% | 4.39% |
| 6 Month | 13.64% | 17.04% |
| 1 Year | -0.9% | -0.64% |
| 3 Year | 14.25% | 16.18% |
| 5 Year | 18.76% | 19.24% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.32% | 4.88% |
| 1 Year | 10.77% | 13.33% |
| 3 Year | 14.62% | 17.18% |
| 5 Year | 14.42% | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 15.4% | 11.13% |
| 3 Year | 13.97% | 13% |
| 5 Year | 13.86% | 13.19% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.13% | 12.81% |
| Sharp | 0.60% | 0.71% |
| Beta | 0.95% | 1.03% |
| Alpha | 0.66% | 2.19% |
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 | 8.12 | 7.29 |
| Large Cap | 79.33 | 77.74 |
| Mid Cap | 8.03 | 8.4 |
| Small Cap | 4.52 | 6.57 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 4.16 | 1.54 |
| Communication Services | 3.79 | 4.01 |
| Energy | 7.94 | 5.98 |
| Technology | 9.89 | 11.09 |
| Consumer Cyclical | 12.58 | 17.32 |
| Industrials | 8.81 | 10.1 |
| Consumer Defensive | 7.35 | 4.16 |
| Basic Materials | 8.06 | 4.17 |
| Financial Services | 28.85 | 30.68 |
| Healthcare | 4.63 | 6.62 |
| Real Estate | 0.9 | 2.85 |
| Utilities | 3.04 | 1.49 |
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