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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) | ₹10900 Cr | ₹1686 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 | 0.81% | - |
| 6 Month | 6.08% | 5.67% |
| 1 Year | 7.2% | 5.61% |
| 3 Year | 15.31% | 16.91% |
| 5 Year | 16.85% | 17.7% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 6 Month | 3.05% | 1.8% |
| 1 Year | 14.67% | 13.39% |
| 3 Year | 14.89% | 16.02% |
| 5 Year | 14.56% | 15.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| 1 Year | 14.87% | 10.92% |
| 3 Year | 14.13% | 13.25% |
| 5 Year | 13.94% | 13.4% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | Invesco India Largecap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.78% | 12.81% |
| Sharp | 0.72% | 0.82% |
| Beta | 0.95% | 1.04% |
| Alpha | 0.55% | 2.09% |
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 | 8.46 | 8.24 |
| Large Cap | 78.67 | 75.19 |
| Mid Cap | 7.85 | 9.23 |
| Small Cap | 5.03 | 7.35 |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
Invesco India Largecap Fund - Growth |
|---|---|---|
| Others | 3.38 | 1.1 |
| Communication Services | 3.87 | 3.9 |
| Energy | 7.96 | 1.31 |
| Technology | 9.76 | 10.17 |
| Consumer Cyclical | 13.03 | 16.22 |
| Industrials | 9.01 | 15.82 |
| Consumer Defensive | 7.46 | 5.3 |
| Basic Materials | 7.89 | 6.41 |
| Financial Services | 29.31 | 27.55 |
| Healthcare | 4.39 | 8.34 |
| Real Estate | 0.91 | 3.14 |
| Utilities | 3.01 | 0.73 |
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