Kotak Bluechip Fund vs Nippon India Large Cap Fund compare
Kotak Large Cap Fund - Growth
Nippon India Large Cap Fund- Growth Plan Bonus Option
Chart Comparison
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) | ₹10516 Cr | ₹41750 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 | 2.3% | -5.26% |
6 Month | 8.88% | 4.76% |
1 Year | 2.63% | 28.13% |
3 Year | 18.55% | 18.29% |
5 Year | 20.67% | 19.32% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
6 Month | 7.27% | - |
1 Year | 10.1% | 18.7% |
3 Year | 16.14% | 24.98% |
5 Year | 15.71% | 24.96% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
1 Year | 15.64% | 12.73% |
3 Year | 13.9% | 13.72% |
5 Year | 13.8% | 14.17% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Standard Deviation | 12.59% | 12.74% |
Sharp | 1.00% | 1.33% |
Beta | 0.94% | 0.94% |
Alpha | 0.50% | 4.82% |
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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 | 6.01 | 0.74 |
Large Cap | 81.97 | 83.62 |
Mid Cap | 7.63 | 8.92 |
Small Cap | 4.39 | 6.72 |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
---|---|---|
Others | 4.58 | 0.74 |
Communication Services | 3.62 | - |
Energy | 7.79 | 13.71 |
Technology | 11.2 | 5.82 |
Consumer Cyclical | 12.19 | - |
Healthcare | 3.73 | 2.35 |
Industrials | 8.96 | - |
Consumer Defensive | 7.39 | - |
Basic Materials | 7.72 | - |
Financial Services | 28.19 | - |
Real Estate | 0.85 | - |
Utilities | 3.79 | - |
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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