Kotak Bluechip Fund vs Invesco India Largecap Fund compare

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Kotak Bluechip Fund - Growth

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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

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
1 Month	1.15%	2.46%
6 Month	-1.16%	-2.69%
1 Year	5.18%	6.77%
3 Year	18.91%	20.77%
5 Year	21.68%	21.54%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
6 Month	6.89%	7.96%
1 Year	6.49%	6.89%
3 Year	15.64%	17.81%
5 Year	15.55%	16.85%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
1 Year	15.64%	11.31%
3 Year	13.9%	12.87%
5 Year	13.8%	13.11%

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Standard Deviation	12.859%	12.81%
Sharp	0.434%	0.84%
Beta	0.925%	1.01%
Alpha	0.048%	1.93%

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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

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Others	6.31	1.14
Large Cap	81.03	82.84
Mid Cap	8.33	8.66
Small Cap	4.32	7.36

Scheme Name	Kotak Bluechip Fund - Growth	Invesco India Largecap Fund - Growth
Others	5.16	1.14
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	-	6.6
IT - Software	-	9.97
Finance	-	6.81
Consumer Durables	-	4.62
Non - Ferrous Metals	-	1.2
Banks	-	23.39
Automobiles	-	6.94
Aerospace & Defense	-	2.04
Auto Components	-	3.49
Ferrous Metals	-	0.65
Power	-	2.21
Electrical Equipment	-	2.2
Transport Services	-	0.75
Pharmaceuticals & Biotechnology	-	4.28
Agricultural Food & other Products	-	3.09
Beverages	-	3.22
Healthcare Equipment & Supplies	-	1.13
Food Products	-	2.18
Telecom - Services	-	4.2
Financial Technology (Fintech)	-	0.51
Healthcare Services	-	1.23
Industrial Products	-	1.27
Chemicals & Petrochemicals	-	1.95
Capital Markets	-	1.02
Retailing	-	2.92
Industrial Manufacturing	-	0.99