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Kotak Bluechip Fund vs Nippon India Large Cap Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon Nippon India Large Cap Fund- Growth Plan Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option
Fund Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹10235 Cr ₹45012 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Dec 1998 08 Aug 2007
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 14.49% 52%
Expense Ratio 1.74 1.62
Manager Harsha Upadhyaya Ashutosh Bhargava
ISIN Code INF174K01153 INF204K01554
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Exit load of 1% if redeemed within 7 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option
1 Month 2.45% -5.26%
6 Month 13.64% 4.76%
1 Year -0.9% 28.13%
3 Year 14.25% 18.29%
5 Year 18.76% 19.32%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option
6 Month 3.32% -
1 Year 10.77% 18.7%
3 Year 14.62% 24.98%
5 Year 14.42% 24.96%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option
1 Year 15.4% 12.73%
3 Year 13.97% 13.72%
5 Year 13.86% 14.17%

Risk Management

Scheme Name Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option
Standard Deviation 12.13% 11.88%
Sharp 0.60% 0.97%
Beta 0.95% 0.92%
Alpha 0.66% 5.13%

Fund Managers

Scheme Name Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option
Name Harsha Upadhyaya Ashutosh Bhargava
Total AUM ₹139411 Cr ₹121448 Cr
Funds Managed 11 12
Kotak Large Cap Fund - Growth Nippon India Large Cap Fund- Growth Plan Bonus Option

Market Cap

Scheme Name

Kotak Large Cap Fund - Growth

Nippon India Large Cap Fund- Growth Plan Bonus Option

Others 8.12 0.74
Large Cap 79.33 83.62
Mid Cap 8.03 8.92
Small Cap 4.52 6.72

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

Nippon India Large Cap Fund- Growth Plan Bonus Option

Others 4.16 0.74
Communication Services 3.79 -
Energy 7.94 13.71
Technology 9.89 5.82
Consumer Cyclical 12.58 -
Industrials 8.81 -
Consumer Defensive 7.35 -
Basic Materials 8.06 -
Financial Services 28.85 -
Healthcare 4.63 2.35
Real Estate 0.9 -
Utilities 3.04 -
Capital Goods - 6.48
Construction - 3.68
Financial - 32.78
Consumer Staples - 9.78
Materials - 2.11
Services - 7.57
Metals & Mining - 2.31
Automobile - 7.04
Insurance - 3.17
Communication - 1.02
Diversified - 0.38
Chemicals - 0.7
Textiles - 0.36

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