Kotak Bluechip Fund vs Invesco India Largecap Fund compare
Kotak Bluechip Fund - Growth
Invesco India Largecap Fund - Growth
Chart Comparison
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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